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Sutton Wealth Advisors’s GE Aerospace GE Stock Holding History

Sutton Wealth Advisors’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 		$64.3K Buy
729
+95
+15% +$8.54K 0.03% 204
2023
Q2 		$55.6K Buy
634
+207
+48% +$16.8K 0.03% 213
2023
Q1 		$32.6K Sell
427
-135
-24% -$9.03K 0.02% 248
2022
Q4 		$29.3K Buy
562
+270
+92% +$13.3K 0.01% 559
2022
Q3 		$11.3K Sell
292
-148
-34% -$6.51K ﹤0.01% 857
2022
Q2 		$17.4K Buy
440
+74
+20% +$3.59K 0.01% 721
2022
Q1 		$20.9K Buy
366
+58
+19% +$3.46K 0.01% 697
2021
Q4 		$18.1K Sell
308
-13
-4% -$817 0.01% 740
2021
Q3 		$20.6K Buy
321
+11
+4% +$707 0.01% 684
2021
Q2 		$20.8K Buy
310
+3
+1% +$200 0.01% 689
2021
Q1 		$20.1K Buy
307
+26
+9% +$1.57K 0.01% 671
2020
Q4 		$15.1K Sell
281
-15
-5% -$672 0.01% 681
2020
Q3 		$9.2K Sell
296
-15
-5% -$488 ﹤0.01% 766
2020
Q2 		$10.6K Sell
311
-73
-19% -$2.46K 0.01% 691
2020
Q1 		$15.2K Buy
384
+82
+27% +$4.37K 0.01% 545
2019
Q4 		$16.8K Buy
302
+35
+13% +$1.81K 0.01% 670
2019
Q3 		$11.9K Sell
267
-296
-53% -$13.9K 0.01% 746
2019
Q2 		$29.5K Buy
563
+49
+10% +$2.41K 0.02% 461
2019
Q1 		$25.6K Sell
514
-65
-11% -$3.06K 0.01% 498
2018
Q4 		$21K Sell
579
-615
-52% -$27.8K 0.01% 506
2018
Q3 		$64.6K Sell
1,194
-1,372
-53% -$84.6K 0.04% 245
2018
Q2 		$167K Sell
2,566
-218
-8% -$14.5K 0.12% 142
2018
Q1 		$180K Sell
2,784
-2,720
-49% -$202K 0.13% 131
2017
Q4 		$460K Sell
5,504
-92
-2% -$8.78K 0.34% 55
2017
Q3 		$649K Sell
5,596
-218
-4% -$26.4K 0.5% 37
2017
Q2 		$753K Sell
5,814
-10
-0.2% -$1.37K 0.6% 26
2017
Q1 		$832K Hold
5,824
– – 0.7% 20
2016
Q4 		$882K Hold
5,824
– – 0.79% 18
2016
Q3 		$827K Buy
5,824
+69
+1% +$10.3K 0.75% 18
2016
Q2 		$868K Sell
5,755
-113
-2% -$16.5K 0.82% 19
2016
Q1 		$894K Buy
+5,868
New +$829K 0.85% 18

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's GE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its GE Aerospace (GE) stake by 15% in Q3 2023, buying an estimated $8.54K and bringing the position to 729 shares worth $64.3K. The position accounts for 0.03% of the portfolio, ranked #204.

Sutton Wealth Advisors first reported a position in GE in Q1 2016 and has held it in 31 quarters since. The position peaked at $894K in Q1 2016. 1,789 funds tracked by Wall St. Rank hold GE as of Q3 2023.

  • Sutton Wealth Advisors held 729 shares of GE Aerospace worth $64.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 95 GE Aerospace shares in Q3 2023, an estimated $8.54K.
  • GE Aerospace made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #204 holding.
  • Sutton Wealth Advisors first reported a position in GE Aerospace in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's GE Aerospace position peaked at $894K in Q1 2016.
  • 1,789 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.