Steward Financial Group’s GE Aerospace GE Stock Holding History

Steward Financial Group’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 Q3	$26K	Hold	298	–	–	0.01%	215
2023 Q2	$26K	Buy	+298	New	+$24.1K	0.01%	209
2022 Q3	–	Sell	-260	Closed	-$10K	–	562
2022 Q2	$10K	Buy	260 +98	+60%	+$4.75K	0.01%	239
2022 Q1	$9K	Hold	162	–	–	0.01%	213
2021 Q4	$9K	Buy	+162	New	+$10.2K	0.01%	162

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

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

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

Steward Financial Group's GE Position: Q3 2023 in Review

Steward Financial Group held its GE Aerospace (GE) position steady in Q3 2023 at 298 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #215.

Steward Financial Group first reported a position in GE in Q4 2021 and has held it in 5 quarters since. 1,788 funds tracked by Wall St. Rank hold GE as of Q3 2023.

Steward Financial Group held 298 shares of GE Aerospace worth $26K as of Q3 2023.
Steward Financial Group left its GE Aerospace share count unchanged in Q3 2023.
GE Aerospace made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #215 holding.
Steward Financial Group first reported a position in GE Aerospace in Q4 2021 and has held it in 5 quarters since.
1,788 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.