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Swaine & Leidel Wealth Services’s GE Aerospace GE Stock Holding History

Swaine & Leidel Wealth Services’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
2019
Q4 		– Sell
-3,344
Closed -$3.73M – 71
2019
Q3 		$3.73M Buy
3,344
+635
+23% +$29.8K 3.38% 3
2019
Q2 		$2.67M Buy
+2,709
New +$133K 2.86% 4

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Swaine & Leidel Wealth Services's GE Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 3,344 shares — an estimated $3.73M sold.

Swaine & Leidel Wealth Services first reported a position in GE in Q2 2019 and held it in 2 quarters. The position peaked at $3.73M in Q3 2019. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 3,344 GE Aerospace shares in Q4 2019, an estimated $3.73M.
  • Swaine & Leidel Wealth Services first reported a position in GE Aerospace in Q2 2019 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's GE Aerospace position peaked at $3.73M in Q3 2019.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.