US Financial Advisors’s GE Aerospace GE Stock Holding History

US Financial Advisors’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 Q4	–	Sell	-3,185	Closed	-$204K	–	79
2021 Q3	$204K	Hold	3,185	–	–	0.1%	69
2021 Q2	$214K	Sell	3,185 -327	-9%	-$21.8K	0.1%	72
2021 Q1	$230K	Sell	3,512 -670	-16%	-$40.6K	0.06%	133
2020 Q4	$225K	Buy	+4,182	New	+$187K	0.07%	118
2016 Q2	–	Sell	-1,241	Closed	-$189K	–	159
2016 Q1	$189K	Sell	1,241 -714	-37%	-$101K	0.33%	46
2015 Q4	$292K	Sell	1,955 -494	-20%	-$70.2K	0.28%	52
2015 Q3	$296K	Buy	2,449 +616	+34%	+$75.5K	0.49%	38
2015 Q2	$233K	Sell	1,833 -337	-16%	-$43.7K	0.22%	48
2015 Q1	$258K	Sell	2,170 -11	-0.5%	-$1.31K	0.23%	49
2014 Q4	$264K	Buy	+2,181	New	+$268K	0.24%	48

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

US Financial Advisors's GE Position: Q4 2021 in Review

US Financial Advisors sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 3,185 shares — an estimated $204K sold.

US Financial Advisors first reported a position in GE in Q4 2014 and held it in 10 quarters. The position peaked at $296K in Q3 2015. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

US Financial Advisors reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
US Financial Advisors sold 3,185 GE Aerospace shares in Q4 2021, an estimated $204K.
US Financial Advisors first reported a position in GE Aerospace in Q4 2014 and held it in 10 quarters.
US Financial Advisors's GE Aerospace position peaked at $296K in Q3 2015.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on US Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.