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Summit Financial Group’s GE Aerospace GE Stock Holding History

Summit 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
2024
Q1 		$390K Hold
2,783
– – 0.14% 136
2023
Q4 		$283K Hold
2,783
– – 0.11% 159
2023
Q3 		$246K Hold
2,783
– – 0.1% 167
2023
Q2 		$244K Sell
2,783
-7
-0.3% -$567 0.09% 171
2023
Q1 		$213K Buy
+2,790
New +$187K 0.08% 184
2022
Q2 		– Sell
-4,443
Closed -$253K – 198
2022
Q1 		$253K Sell
4,443
-802
-15% -$47.8K 0.09% 183
2021
Q4 		$309K Buy
5,245
+802
+18% +$50.4K 0.1% 173
2021
Q3 		$286K Sell
4,443
-20
-0.4% -$1.29K 0.1% 174
2021
Q2 		$300K Buy
4,463
+238
+6% +$15.9K 0.11% 164
2021
Q1 		$277K Sell
4,225
-199
-4% -$12.1K 0.12% 155
2020
Q4 		$238K Sell
4,424
-100
-2% -$4.48K 0.1% 152
2020
Q3 		$141K Hold
4,524
– – 0.07% 153
2020
Q2 		$154K Sell
4,524
-45
-1% -$1.52K 0.08% 152
2020
Q1 		$181K Sell
4,569
-43
-0.9% -$2.29K 0.11% 136
2019
Q4 		$256K Sell
4,612
-100
-2% -$5.17K 0.12% 141
2019
Q3 		$209K Sell
4,712
-50
-1% -$2.35K 0.11% 151
2019
Q2 		$250K Sell
4,762
-492
-9% -$24.2K 0.11% 144
2019
Q1 		$261K Sell
5,254
-356
-6% -$16.8K 0.2% 100
2018
Q4 		$203K Sell
5,610
-302
-5% -$13.6K 0.17% 108
2018
Q3 		$320K Sell
5,912
-395
-6% -$24.3K 0.24% 88
2018
Q2 		$411K Sell
6,307
-3,575
-36% -$238K 0.32% 80
2018
Q1 		$638K Buy
9,882
+1,143
+13% +$84.7K 0.5% 64
2017
Q4 		$730K Sell
8,739
-5,178
-37% -$494K 0.6% 56
2017
Q3 		$1.61M Sell
13,917
-3,066
-18% -$371K 1.34% 17
2017
Q2 		$2.2M Buy
+16,983
New +$2.33M 1.9% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Summit Financial Group's GE Position: Q1 2024 in Review

Summit Financial Group held its GE Aerospace (GE) position steady in Q1 2024 at 2,783 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #136.

Summit Financial Group first reported a position in GE in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.2M in Q2 2017. 2,193 funds tracked by Wall St. Rank hold GE as of Q1 2024.

  • Summit Financial Group held 2,783 shares of GE Aerospace worth $390K as of Q1 2024.
  • Summit Financial Group left its GE Aerospace share count unchanged in Q1 2024.
  • GE Aerospace made up 0.14% of Summit Financial Group's portfolio in Q1 2024, its #136 holding.
  • Summit Financial Group first reported a position in GE Aerospace in Q2 2017 and has held it in 25 quarters since.
  • Summit Financial Group's GE Aerospace position peaked at $2.2M in Q2 2017.
  • 2,193 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.