Shikiar Asset Management’s GE Aerospace GE Stock Holding History

Shikiar Asset Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,005	Closed	-$257K	–	103
2021 Q3	$257K	Sell	4,005 -858	-18%	-$55.2K	0.07%	89
2021 Q2	$326K	Buy	4,863 +100	+2%	+$6.67K	0.09%	77
2021 Q1	$312K	Buy	+4,763	New	+$288K	0.11%	72
2020 Q4	–	Sell	-4,183	Closed	-$130K	–	82
2020 Q3	$130K	Sell	4,183 -13,257	-76%	-$431K	0.05%	79
2020 Q2	$594K	Buy	17,440 +2,322	+15%	+$78.3K	0.27%	48
2020 Q1	$598K	Buy	15,118 +5,487	+57%	+$293K	0.4%	42
2019 Q4	$536K	Buy	9,631 +3,512	+57%	+$181K	0.18%	68
2019 Q3	$273K	Buy	6,119 +100	+2%	+$4.7K	0.11%	80
2019 Q2	$315K	Buy	6,019 +2,107	+54%	+$104K	0.12%	73
2019 Q1	$195K	Buy	+3,912	New	+$184K	0.08%	79
2018 Q1	–	Sell	-8,242	Closed	-$689K	–	89
2017 Q4	$689K	Sell	8,242 -50,492	-86%	-$4.82M	0.32%	56
2017 Q3	$6.81M	Buy	58,734 +32,552	+124%	+$3.94M	2.96%	11
2017 Q2	$3.39M	Buy	26,182 +24,493	+1,450%	+$3.36M	1.46%	27
2017 Q1	$241K	Buy	1,689 +124	+8%	+$17.9K	0.11%	94
2016 Q4	$237K	Buy	+1,565	New	+$227K	0.1%	91
2015 Q1	–	Sell	-1,706	Closed	-$207K	–	107
2014 Q4	$207K	Buy	+1,706	New	+$210K	0.1%	96

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Shikiar Asset Management's GE Position: Q4 2021 in Review

Shikiar Asset Management sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 4,005 shares — an estimated $257K sold.

Shikiar Asset Management first reported a position in GE in Q4 2014 and held it in 16 quarters. The position peaked at $6.81M in Q3 2017. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Shikiar Asset Management reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Shikiar Asset Management sold 4,005 GE Aerospace shares in Q4 2021, an estimated $257K.
Shikiar Asset Management first reported a position in GE Aerospace in Q4 2014 and held it in 16 quarters.
Shikiar Asset Management's GE Aerospace position peaked at $6.81M in Q3 2017.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Shikiar Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.