Simplicity Solutions’s GE Aerospace GE Stock Holding History

Simplicity Solutions’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
2023 Q4	$3.32M	Sell	32,572 -282	-0.9%	-$26.1K	0.09%	203
2023 Q3	$2.9M	Sell	32,854 -1,723	-5%	-$155K	0.09%	198
2023 Q2	$3.03M	Sell	34,577 -9,782	-22%	-$792K	0.08%	225
2023 Q1	$3.38M	Buy	44,359 +26,555	+149%	+$1.78M	0.09%	210
2022 Q4	$929K	Buy	17,804 +3,249	+22%	+$160K	0.13%	207
2022 Q3	$561K	Buy	14,555 +1,260	+9%	+$55.4K	0.08%	285
2022 Q2	$527K	Buy	13,295 +3,798	+40%	+$184K	0.07%	293
2022 Q1	$541K	Sell	9,497 -9,090	-49%	-$542K	0.07%	296
2021 Q4	$1.09M	Buy	18,587 +8,319	+81%	+$523K	0.12%	208
2021 Q3	$659K	Buy	10,268 +2,056	+25%	+$132K	0.1%	226
2021 Q2	$551K	Buy	8,212 +1,692	+26%	+$113K	0.11%	206
2021 Q1	$427K	Buy	6,520 +2,115	+48%	+$128K	0.09%	236
2020 Q4	$237K	Sell	4,405 -1,556	-26%	-$69.7K	﹤0.01%	857
2020 Q3	$185K	Sell	5,961 -1,245	-17%	-$40.5K	﹤0.01%	832
2020 Q2	$245K	Sell	7,206 -1,300	-15%	-$43.8K	﹤0.01%	778
2020 Q1	$337K	Buy	8,506 +970	+13%	+$51.7K	0.01%	583
2019 Q4	$419K	Buy	7,536 +1,533	+26%	+$79.2K	0.01%	589
2019 Q3	$268K	Buy	6,003 +2,354	+65%	+$111K	0.01%	581
2019 Q2	$191K	Sell	3,649 -38,320	-91%	-$1.89M	0.01%	631
2019 Q1	$2.09M	Sell	41,969 -7,996	-16%	-$376K	0.13%	152
2018 Q4	$1.81M	Buy	49,965 +45,262	+962%	+$2.04M	0.23%	104
2018 Q3	$254K	Sell	4,703 -13,470	-74%	-$830K	0.01%	445
2018 Q2	$1.19M	Sell	18,173 -4,848	-21%	-$323K	0.09%	133
2018 Q1	$1.49M	Buy	23,021 +3,567	+18%	+$264K	0.13%	94
2017 Q4	$1.63M	Buy	19,454 +15,491	+391%	+$1.48M	0.16%	86
2017 Q3	$459K	Sell	3,963 -7,414	-65%	-$896K	0.31%	81
2017 Q2	$1.47M	Buy	11,377 +1,557	+16%	+$213K	0.17%	102
2017 Q1	$1.4M	Buy	9,820 +2,487	+34%	+$360K	0.22%	93
2016 Q4	$1.11M	Buy	+7,333	New	+$1.07M	0.26%	86
2016 Q1	–	Sell	-31,242	Closed	-$4.66M	–	308
2015 Q4	$4.66M	Buy	+31,242	New	+$4.44M	0.55%	26

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's GE Position: Q4 2023 in Review

Simplicity Solutions reduced its GE Aerospace (GE) stake by 0.86% in Q4 2023, selling an estimated $26.1K and leaving 32,572 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #203.

Simplicity Solutions first reported a position in GE in Q4 2015 and has held it in 30 quarters since. The position peaked at $4.66M in Q4 2015. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

Simplicity Solutions held 32,572 shares of GE Aerospace worth $3.32M as of Q4 2023.
Simplicity Solutions sold 282 GE Aerospace shares in Q4 2023, an estimated $26.1K.
GE Aerospace made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #203 holding.
Simplicity Solutions first reported a position in GE Aerospace in Q4 2015 and has held it in 30 quarters since.
Simplicity Solutions's GE Aerospace position peaked at $4.66M in Q4 2015.
1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.