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SVA Wealth Management’s GE Aerospace GE Stock Holding History

SVA Wealth Management’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
2020
Q4 		$339K Buy
6,297
+1,237
+24% +$55.4K 0.03% 193
2020
Q3 		$157K Buy
5,060
+2,308
+84% +$75K 0.02% 206
2020
Q2 		$94K Buy
+2,752
New +$92.8K 0.01% 196
2019
Q4 		– Sell
-3,155
Closed -$141K – 208
2019
Q3 		$141K Buy
3,155
+615
+24% +$28.9K 0.01% 197
2019
Q2 		$133K Hold
2,540
– – 0.01% 203
2019
Q1 		$126K Sell
2,540
-432
-15% -$20.3K 0.01% 205
2018
Q4 		$108K Sell
2,972
-10,662
-78% -$481K 0.01% 202
2018
Q3 		$738K Sell
13,634
-3,488
-20% -$215K 0.08% 132
2018
Q2 		$1.12M Sell
17,122
-36,769
-68% -$2.45M 0.12% 117
2018
Q1 		$6.25M Buy
53,891
+19,496
+57% +$1.44M 0.77% 36
2017
Q4 		$2.88M Sell
34,395
-19,496
-36% -$1.86M 0.34% 76
2017
Q3 		$6.25M Sell
53,891
-19,551
-27% -$2.36M 0.77% 36
2017
Q2 		$9.51M Buy
73,442
+425
+0.6% +$58.3K 1.23% 16
2017
Q1 		$10.4M Sell
73,017
-492
-0.7% -$71.2K 1.41% 12
2016
Q4 		$11.1M Sell
73,509
-783
-1% -$114K 1.66% 9
2016
Q3 		$10.5M Buy
74,292
+1,663
+2% +$248K 1.64% 9
2016
Q2 		$11M Sell
72,629
-103
-0.1% -$15K 1.77% 8
2016
Q1 		$11.1M Buy
72,732
+10,546
+17% +$1.49M 1.83% 9
2015
Q4 		$9.28M Sell
62,186
-13,410
-18% -$1.9M 1.61% 11
2015
Q3 		$9.14M Buy
75,596
+1,871
+3% +$229K 1.7% 8
2015
Q2 		$9.39M Buy
73,725
+3,036
+4% +$394K 1.73% 6
2015
Q1 		$8.4M Buy
70,689
+46,976
+198% +$5.59M 1.53% 10
2014
Q4 		$2.87M Buy
23,713
+2,007
+9% +$247K 1.04% 25
2014
Q3 		$2.67M Buy
21,706
+2,728
+14% +$340K 1.14% 25
2014
Q2 		$2.39M Buy
18,978
+548
+3% +$69.7K 1.02% 25
2014
Q1 		$2.29M Buy
18,430
+1,677
+10% +$207K 1.08% 23
2013
Q4 		$2.25M Buy
+16,753
New +$2.11M 1.34% 18

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's GE Position: Q4 2020 in Review

SVA Wealth Management increased its GE Aerospace (GE) stake by 24% in Q4 2020, buying an estimated $55.4K and bringing the position to 6,297 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #193.

SVA Wealth Management first reported a position in GE in Q4 2013 and has held it in 27 quarters since. The position peaked at $11.1M in Q4 2016. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

  • SVA Wealth Management held 6,297 shares of GE Aerospace worth $339K as of Q4 2020.
  • SVA Wealth Management bought 1,237 GE Aerospace shares in Q4 2020, an estimated $55.4K.
  • GE Aerospace made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #193 holding.
  • SVA Wealth Management first reported a position in GE Aerospace in Q4 2013 and has held it in 27 quarters since.
  • SVA Wealth Management's GE Aerospace position peaked at $11.1M in Q4 2016.
  • 1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.