Sterneck Capital Management’s GE Aerospace GE Stock Holding History

Sterneck Capital 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
2016 Q1	–	Sell	-3,130	Closed	-$11K	–	128
2015 Q4	$11K	Hold	3,130	–	–	0.01%	124
2015 Q3	$1K	Hold	3,130	–	–	﹤0.01%	128
2015 Q2	$4K	Buy	+3,130	New	+$406K	﹤0.01%	140

Other funds holding GE

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Sterneck Capital Management's GE Position: Q1 2023 in Review

Sterneck Capital Management sold out of GE Aerospace (GE) in Q1 2023, closing a stake of 4,974 shares — an estimated $260K sold.

Sterneck Capital Management first reported a position in GE in Q2 2013 and held it in 26 quarters. The position peaked at $4.66M in Q3 2013. 1,617 funds tracked by Wall St. Rank hold GE as of Q1 2023.

Sterneck Capital Management reported no remaining GE Aerospace position as of Q1 2023 after selling out during the quarter.
Sterneck Capital Management sold 4,974 GE Aerospace shares in Q1 2023, an estimated $260K.
Sterneck Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 26 quarters.
Sterneck Capital Management's GE Aerospace position peaked at $4.66M in Q3 2013.
1,617 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Sterneck Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.