WealthStone’s GE Aerospace GE Stock Holding History

WealthStone’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 Q1	$536K	Buy	8,200 +427	+5%	+$25.9K	0.19%	85
2020 Q4	$418K	Buy	7,773 +1,064	+16%	+$47.7K	0.15%	96
2020 Q3	$208K	Buy	+6,709	New	+$218K	0.09%	156
2019 Q3	–	Sell	-137	Closed	-$7.15K	–	265
2019 Q2	$7.15K	Buy	+137	New	+$6.74K	﹤0.01%	293

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

WealthStone's GE Position: Q1 2021 in Review

WealthStone increased its GE Aerospace (GE) stake by 5.5% in Q1 2021, buying an estimated $25.9K and bringing the position to 8,200 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #85.

WealthStone first reported a position in GE in Q2 2019 and has held it in 4 quarters since. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

WealthStone held 8,200 shares of GE Aerospace worth $536K as of Q1 2021.
WealthStone bought 427 GE Aerospace shares in Q1 2021, an estimated $25.9K.
GE Aerospace made up 0.19% of WealthStone's portfolio in Q1 2021, its #85 holding.
WealthStone first reported a position in GE Aerospace in Q2 2019 and has held it in 4 quarters since.
1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.