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 Q1	–	Sell	-162,890	Closed	-$16.6M	–	15
2023 Q4	$16.6M	Buy	+162,890	New	+$15.1M	1.16%	15

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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.