Tru Independence Asset Management 2’s GE Aerospace GE Stock Holding History

Tru Independence Asset Management 2’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
2021 Q3	–	Sell	-11,449	Closed	-$768K	–	113
2021 Q2	$768K	Sell	11,449 -169	-1%	-$11.3K	0.52%	40
2021 Q1	$760K	Buy	11,618 +1,287	+12%	+$77.9K	0.6%	38
2020 Q4	$556K	Buy	+10,331	New	+$463K	0.47%	53

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tru Independence Asset Management 2's GE Position: Q3 2021 in Review

Tru Independence Asset Management 2 sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 11,449 shares — an estimated $768K sold.

Tru Independence Asset Management 2 first reported a position in GE in Q4 2020 and held it in 3 quarters. The position peaked at $768K in Q2 2021. 1,601 funds tracked by Wall St. Rank hold GE as of Q3 2021.

Tru Independence Asset Management 2 reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 11,449 GE Aerospace shares in Q3 2021, an estimated $768K.
Tru Independence Asset Management 2 first reported a position in GE Aerospace in Q4 2020 and held it in 3 quarters.
Tru Independence Asset Management 2's GE Aerospace position peaked at $768K in Q2 2021.
1,601 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2021, filed 5 Nov 2021.