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SurgoCap Partners’s GE Aerospace GE Stock Holding History

SurgoCap Partners’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
Q2 		– Sell
-1,241,059
Closed -$174M – 15
2024
Q1 		$174M Buy
1,241,059
+84,420
+7% +$9.95M 9.33% 3
2023
Q4 		$118M Buy
+1,156,639
New +$107M 8.23% 5

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SurgoCap Partners's GE Position: Q2 2024 in Review

SurgoCap Partners sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 1,241,059 shares — an estimated $174M sold.

SurgoCap Partners first reported a position in GE in Q4 2023 and held it in 2 quarters. The position peaked at $174M in Q1 2024. 2,180 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • SurgoCap Partners reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • SurgoCap Partners sold 1,241,059 GE Aerospace shares in Q2 2024, an estimated $174M.
  • SurgoCap Partners first reported a position in GE Aerospace in Q4 2023 and held it in 2 quarters.
  • SurgoCap Partners's GE Aerospace position peaked at $174M in Q1 2024.
  • 2,180 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on SurgoCap Partners's 13F filing for Q2 2024, filed 14 Aug 2024.