Smith Shellnut Wilson’s GE Aerospace GE Stock Holding History

Smith Shellnut Wilson’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 Q1	–	Sell	-2,910	Closed	-$157K	–	158
2020 Q4	$157K	Sell	2,910 -44	-1%	-$1.97K	0.09%	130
2020 Q3	$92	Sell	2,954 -115	-4%	-$3.74K	0.03%	130
2020 Q2	$104K	Hold	3,069	–	–	0.07%	118
2020 Q1	$121K	Hold	3,069	–	–	0.1%	106
2019 Q4	$171K	Sell	3,069 -394	-11%	-$20.4K	0.11%	128
2019 Q3	$154K	Hold	3,463	–	–	0.11%	119
2019 Q2	$181K	Sell	3,463 -846	-20%	-$41.6K	0.14%	118
2019 Q1	$215K	Buy	4,309 +352	+9%	+$16.6K	0.17%	121
2018 Q4	$144K	Sell	3,957 -115	-3%	-$5.19K	0.15%	110
2018 Q3	$220K	Buy	+4,072	New	+$251K	0.2%	108
2018 Q1	$265K	Hold	4,096	–	–	0.23%	82
2017 Q4	$343K	Sell	4,096 -576	-12%	-$55K	0.29%	72
2017 Q3	$541K	Sell	4,672 -40	-0.8%	-$4.84K	0.48%	43
2017 Q2	$711K	Buy	4,712 +33	+0.7%	+$4.52K	0.74%	27
2017 Q1	$668K	Hold	4,679	–	–	0.62%	32
2016 Q4	$709K	Buy	+4,679	New	+$680K	0.68%	29

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Smith Shellnut Wilson's GE Position: Q1 2021 in Review

Smith Shellnut Wilson sold out of GE Aerospace (GE) in Q1 2021, closing a stake of 2,910 shares — an estimated $157K sold.

Smith Shellnut Wilson first reported a position in GE in Q4 2016 and held it in 16 quarters. The position peaked at $711K in Q2 2017. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

Smith Shellnut Wilson reported no remaining GE Aerospace position as of Q1 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 2,910 GE Aerospace shares in Q1 2021, an estimated $157K.
Smith Shellnut Wilson first reported a position in GE Aerospace in Q4 2016 and held it in 16 quarters.
Smith Shellnut Wilson's GE Aerospace position peaked at $711K in Q2 2017.
1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on Smith Shellnut Wilson's 13F filing for Q1 2021, filed 6 Apr 2021.