Truvvo Partners’s GE Aerospace GE Stock Holding History

Truvvo Partners’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	–	Sell	-8,050	Closed	-$250K	–	34
2020 Q3	$250K	Sell	8,050 -7,609	-49%	-$247K	0.19%	31
2020 Q2	$533K	Buy	15,659 +4,602	+42%	+$155K	0.42%	23
2020 Q1	$438K	Sell	11,057 -1,987	-15%	-$106K	0.4%	21
2019 Q4	$726K	Sell	13,044 -5,719	-30%	-$295K	0.39%	16
2019 Q3	$835K	Buy	18,763 +6,351	+51%	+$298K	0.47%	19
2019 Q2	$651K	Buy	12,412 +7,375	+146%	+$363K	0.36%	26
2019 Q1	$251K	Buy	5,037 +587	+13%	+$27.6K	0.19%	17
2018 Q4	$162K	Buy	+4,450	New	+$201K	0.12%	41
2016 Q2	–	Sell	-5,108	Closed	-$734K	–	134
2016 Q1	$734K	Buy	+5,108	New	+$721K	0.33%	54

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truvvo Partners's GE Position: Q4 2020 in Review

Truvvo Partners sold out of GE Aerospace (GE) in Q4 2020, closing a stake of 8,050 shares — an estimated $250K sold.

Truvvo Partners first reported a position in GE in Q1 2016 and held it in 9 quarters. The position peaked at $835K in Q3 2019. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Truvvo Partners reported no remaining GE Aerospace position as of Q4 2020 after selling out during the quarter.
Truvvo Partners sold 8,050 GE Aerospace shares in Q4 2020, an estimated $250K.
Truvvo Partners first reported a position in GE Aerospace in Q1 2016 and held it in 9 quarters.
Truvvo Partners's GE Aerospace position peaked at $835K in Q3 2019.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Truvvo Partners's 13F filing for Q4 2020, filed 16 Feb 2021.