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Torch Wealth Management’s GE Aerospace GE Stock Holding History

Torch 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
2019
Q4 		$652K Sell
11,738
-111
-0.9% -$5.74K 0.36% 67
2019
Q3 		$528K Buy
11,849
+402
+4% +$18.9K 0.31% 68
2019
Q2 		$599K Sell
11,447
-331
-3% -$16.3K 0.36% 68
2019
Q1 		$586K Sell
11,778
-470
-4% -$22.1K 0.36% 66
2018
Q4 		$444K Sell
12,248
-5,696
-32% -$257K 0.32% 64
2018
Q3 		$971K Sell
17,944
-201
-1% -$12.4K 0.58% 57
2018
Q2 		$1.18M Sell
18,145
-109
-0.6% -$7.27K 0.74% 52
2018
Q1 		$1.18M Buy
18,254
+893
+5% +$66.2K 0.76% 52
2017
Q4 		$1.45M Buy
17,361
+4,687
+37% +$447K 0.89% 43
2017
Q3 		$1.47M Sell
12,674
-9,353
-42% -$1.13M 0.96% 40
2017
Q2 		$2.85M Sell
22,027
-951
-4% -$130K 1.97% 12
2017
Q1 		$3.28M Buy
22,978
+678
+3% +$98.1K 2.19% 6
2016
Q4 		$3.38M Buy
22,300
+7
+0% +$1.02K 2.38% 7
2016
Q3 		$3.17M Buy
22,293
+521
+2% +$77.7K 2.3% 7
2016
Q2 		$3.29M Buy
21,772
+48
+0.2% +$7K 2.4% 7
2016
Q1 		$3.31M Sell
21,724
-97
-0.4% -$13.7K 2.49% 7
2015
Q4 		$3.26M Buy
21,821
+195
+0.9% +$27.7K 2.38% 6
2015
Q3 		$2.61M Buy
21,626
+84
+0.4% +$10.3K 2.01% 9
2015
Q2 		$2.74M Buy
21,542
+853
+4% +$111K 1.9% 11
2015
Q1 		$2.46M Sell
20,689
-93
-0.4% -$11.1K 1.9% 15
2014
Q4 		$2.52M Buy
20,782
+992
+5% +$122K 1.93% 14
2014
Q3 		$2.43M Buy
19,790
+38
+0.2% +$4.74K 1.78% 13
2014
Q2 		$2.49M Buy
19,752
+148
+0.8% +$18.8K 1.69% 14
2014
Q1 		$2.43M Buy
19,604
+759
+4% +$93.8K 1.76% 14
2013
Q4 		$2.53M Buy
+18,845
New +$2.37M 1.93% 12

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

Torch Wealth Management's GE Position: Q4 2019 in Review

Torch Wealth Management reduced its GE Aerospace (GE) stake by 0.94% in Q4 2019, selling an estimated $5.74K and leaving 11,738 shares worth $652K. The position accounts for 0.36% of the portfolio, ranked #67.

Torch Wealth Management first reported a position in GE in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.38M in Q4 2016. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • Torch Wealth Management held 11,738 shares of GE Aerospace worth $652K as of Q4 2019.
  • Torch Wealth Management sold 111 GE Aerospace shares in Q4 2019, an estimated $5.74K.
  • GE Aerospace made up 0.36% of Torch Wealth Management's portfolio in Q4 2019, its #67 holding.
  • Torch Wealth Management first reported a position in GE Aerospace in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's GE Aerospace position peaked at $3.38M in Q4 2016.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.