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Sonora Investment Management’s GE Aerospace GE Stock Holding History

Sonora Investment 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
Q3 		$244K Buy
3,799
+89
+2% +$5.72K 0.03% 186
2021
Q2 		$249K Buy
3,710
+1,620
+78% +$108K 0.03% 175
2021
Q1 		$137K Buy
2,090
+177
+9% +$10.7K 0.01% 344
2020
Q4 		$103K Buy
1,913
+61
+3% +$2.73K 0.01% 414
2020
Q3 		$58K Sell
1,852
-32
-2% -$1.04K 0.01% 526
2020
Q2 		$64K Sell
1,884
-607
-24% -$20.5K 0.01% 432
2020
Q1 		$99K Sell
2,491
-221
-8% -$11.8K 0.01% 323
2019
Q4 		$151K Sell
2,712
-53
-2% -$2.74K 0.01% 278
2019
Q3 		$123K Buy
2,765
+63
+2% +$2.96K 0.01% 302
2019
Q2 		$141K Buy
2,702
+63
+2% +$3.1K 0.02% 279
2019
Q1 		$131K Sell
2,639
-413
-14% -$19.4K 0.02% 278
2018
Q4 		$111K Sell
3,052
-96
-3% -$4.33K 0.02% 279
2018
Q3 		$170K Sell
3,148
-271
-8% -$16.7K 0.02% 223
2018
Q2 		$223K Buy
3,419
+358
+12% +$23.9K 0.03% 198
2018
Q1 		$198K Sell
3,061
-242
-7% -$17.9K 0.03% 201
2017
Q4 		$276K Sell
3,303
-4,580
-58% -$437K 0.04% 178
2017
Q3 		$913K Sell
7,883
-21
-0.3% -$2.54K 0.16% 118
2017
Q2 		$1.02M Buy
7,904
+115
+1% +$15.8K 0.19% 107
2017
Q1 		$1.11M Buy
7,789
+451
+6% +$65.3K 0.22% 105
2016
Q4 		$1.11M Buy
7,338
+489
+7% +$71K 0.23% 95
2016
Q3 		$972K Sell
6,849
-441
-6% -$65.8K 0.2% 97
2016
Q2 		$1.1M Sell
7,290
-115
-2% -$16.8K 0.25% 83
2016
Q1 		$1.09M Buy
7,405
+2,502
+51% +$353K 0.26% 79
2015
Q4 		$732K Buy
4,903
+335
+7% +$47.6K 0.19% 93
2015
Q3 		$525K Buy
+4,568
New +$560K 0.16% 90

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sonora Investment Management's GE Position: Q3 2021 in Review

Sonora Investment Management increased its GE Aerospace (GE) stake by 2.4% in Q3 2021, buying an estimated $5.72K and bringing the position to 3,799 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #186.

Sonora Investment Management first reported a position in GE in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.11M in Q1 2017. 1,601 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Sonora Investment Management held 3,799 shares of GE Aerospace worth $244K as of Q3 2021.
  • Sonora Investment Management bought 89 GE Aerospace shares in Q3 2021, an estimated $5.72K.
  • GE Aerospace made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #186 holding.
  • Sonora Investment Management first reported a position in GE Aerospace in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's GE Aerospace position peaked at $1.11M in Q1 2017.
  • 1,601 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.