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StrategIQ Financial Group’s GE Aerospace GE Stock Holding History

StrategIQ 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
Q4 		$223K Sell
2,185
-250
-10% -$23.2K 0.03% 297
2023
Q3 		$215K Buy
+2,435
New +$219K 0.02% 290
2021
Q3 		– Sell
-2,324
Closed -$156K – 221
2021
Q2 		$156K Hold
2,324
– – 0.03% 217
2021
Q1 		$152K Hold
2,324
– – 0.03% 209
2020
Q4 		$125K Buy
2,324
+89
+4% +$3.99K 0.03% 203
2020
Q3 		$69K Sell
2,235
-326
-13% -$10.6K 0.02% 190
2020
Q2 		$87K Sell
2,561
-342
-12% -$11.5K 0.02% 185
2020
Q1 		$115K Sell
2,903
-99
-3% -$5.28K 0.04% 180
2019
Q4 		$167K Sell
3,002
-319
-10% -$16.5K 0.04% 197
2019
Q3 		$148K Sell
3,321
-72
-2% -$3.38K 0.04% 190
2019
Q2 		$178K Buy
3,393
+287
+9% +$14.1K 0.05% 189
2019
Q1 		$155K Buy
3,106
+284
+10% +$13.4K 0.05% 185
2018
Q4 		$102K Sell
2,822
-945
-25% -$42.7K 0.04% 179
2018
Q3 		$204K Buy
3,767
+362
+11% +$22.3K 0.06% 180
2018
Q2 		$222K Buy
3,405
+889
+35% +$59.3K 0.08% 163
2018
Q1 		$163K Sell
2,516
-273
-10% -$20.2K 0.06% 160
2017
Q4 		$233K Sell
2,789
-970
-26% -$92.6K 0.09% 150
2017
Q3 		$436K Sell
3,759
-457
-11% -$55.3K 0.18% 90
2017
Q2 		$546K Buy
4,216
+1,511
+56% +$207K 0.23% 83
2017
Q1 		$386K Buy
2,705
+409
+18% +$59.2K 0.18% 91
2016
Q4 		$348K Buy
2,296
+689
+43% +$100K 0.17% 92
2016
Q3 		$228K Buy
+1,607
New +$240K 0.13% 101

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StrategIQ Financial Group's GE Position: Q4 2023 in Review

StrategIQ Financial Group reduced its GE Aerospace (GE) stake by 10% in Q4 2023, selling an estimated $23.2K and leaving 2,185 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #297.

StrategIQ Financial Group first reported a position in GE in Q3 2016 and has held it in 22 quarters since. The position peaked at $546K in Q2 2017. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

  • StrategIQ Financial Group held 2,185 shares of GE Aerospace worth $223K as of Q4 2023.
  • StrategIQ Financial Group sold 250 GE Aerospace shares in Q4 2023, an estimated $23.2K.
  • GE Aerospace made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #297 holding.
  • StrategIQ Financial Group first reported a position in GE Aerospace in Q3 2016 and has held it in 22 quarters since.
  • StrategIQ Financial Group's GE Aerospace position peaked at $546K in Q2 2017.
  • 1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.