Shine Investment Advisory Services’s GE Aerospace GE Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$118K	Buy	3,800 +80	+2%	+$2.6K	0.04%	175
2020 Q2	$127K	Sell	3,720 -75	-2%	-$2.53K	0.05%	162
2020 Q1	$150K	Sell	3,795 -1,208	-24%	-$64.4K	0.07%	133
2019 Q4	$278K	Buy	5,003 +28	+0.6%	+$1.45K	0.11%	102
2019 Q3	$222K	Sell	4,975 -87	-2%	-$4.09K	0.11%	102
2019 Q2	$265K	Sell	5,062 -500	-9%	-$24.6K	0.12%	96
2019 Q1	$277K	Buy	5,562 +1,551	+39%	+$73K	0.13%	93
2018 Q4	$146K	Buy	4,011 +754	+23%	+$34K	0.07%	130
2018 Q3	$176K	Sell	3,257 -13	-0.4%	-$801	0.09%	116
2018 Q2	$213K	Hold	3,270	–	–	0.11%	100
2018 Q1	$211K	Sell	3,270 -950	-23%	-$70.4K	0.11%	97
2017 Q4	$353K	Sell	4,220 -108	-2%	-$10.3K	0.18%	71
2017 Q3	$502K	Buy	4,328 +349	+9%	+$42.2K	0.26%	59
2017 Q2	$515K	Buy	3,979 +104	+3%	+$14.3K	0.26%	55
2017 Q1	$553K	Buy	3,875 +308	+9%	+$44.6K	0.37%	41
2016 Q4	$540K	Hold	3,567	–	–	0.45%	29
2016 Q3	$506K	Sell	3,567 -81	-2%	-$12.1K	0.45%	27
2016 Q2	$550K	Hold	3,648	–	–	0.63%	24
2016 Q1	$556K	Sell	3,648 -238	-6%	-$33.6K	0.63%	24
2015 Q4	$580K	Sell	3,886 -772	-17%	-$110K	0.57%	25
2015 Q3	$563K	Hold	4,658	–	–	0.65%	22
2015 Q2	$593K	Buy	4,658 +1,850	+66%	+$240K	0.83%	13
2015 Q1	$334K	Sell	2,808 -105	-4%	-$12.5K	0.31%	24
2014 Q4	$353K	Buy	+2,913	New	+$358K	0.4%	22

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Shine Investment Advisory Services's GE Position: Q3 2020 in Review

Shine Investment Advisory Services increased its GE Aerospace (GE) stake by 2.2% in Q3 2020, buying an estimated $2.6K and bringing the position to 3,800 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #175.

Shine Investment Advisory Services first reported a position in GE in Q4 2014 and has held it in 24 quarters since. The position peaked at $593K in Q2 2015. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Shine Investment Advisory Services held 3,800 shares of GE Aerospace worth $118K as of Q3 2020.
Shine Investment Advisory Services bought 80 GE Aerospace shares in Q3 2020, an estimated $2.6K.
GE Aerospace made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #175 holding.
Shine Investment Advisory Services first reported a position in GE Aerospace in Q4 2014 and has held it in 24 quarters since.
Shine Investment Advisory Services's GE Aerospace position peaked at $593K in Q2 2015.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.