Squar Milner Financial Services’s GE Aerospace GE Stock Holding History

Squar Milner Financial 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	–	Sell	-4,904	Closed	-$167K	–	70
2020 Q2	$167K	Buy	4,904 +4,410	+893%	+$149K	0.09%	208
2020 Q1	$19K	Hold	494	–	–	0.01%	476
2019 Q4	$27K	Buy	+494	New	+$25.5K	0.01%	477
2019 Q3	–	Sell	-884	Closed	-$46K	–	400
2019 Q2	$46K	Sell	884 -26	-3%	-$1.28K	0.03%	359
2019 Q1	$45K	Sell	910 -10	-1%	-$471	0.03%	329
2018 Q4	$33K	Buy	920 +1	+0.1%	+$45	0.03%	332
2018 Q3	$50K	Sell	919 -1,178	-56%	-$72.6K	0.05%	304
2018 Q2	$137K	Hold	2,097	–	–	0.12%	207
2018 Q1	$135K	Sell	2,097 -5	-0.2%	-$370	0.17%	157
2017 Q4	$164K	Buy	+2,102	New	+$201K	0.2%	158

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

Squar Milner Financial Services's GE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 4,904 shares — an estimated $167K sold.

Squar Milner Financial Services first reported a position in GE in Q4 2017 and held it in 10 quarters. The position peaked at $167K in Q2 2020. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Squar Milner Financial Services reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,904 GE Aerospace shares in Q3 2020, an estimated $167K.
Squar Milner Financial Services first reported a position in GE Aerospace in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's GE Aerospace position peaked at $167K in Q2 2020.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.