Westshore Wealth’s GE Aerospace GE Stock Holding History

Westshore Wealth’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
2022 Q2	–	Sell	-5,016	Closed	-$286K	–	103
2022 Q1	$286K	Sell	5,016 -682	-12%	-$40.7K	0.19%	67
2021 Q4	$335K	Buy	5,698 +924	+19%	+$58K	0.23%	60
2021 Q3	$306K	Buy	+4,774	New	+$307K	0.25%	58
2021 Q2	–	Sell	-6,683	Closed	-$437K	–	144
2021 Q1	$437K	Buy	+6,683	New	+$405K	0.25%	72

Other funds holding GE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Westshore Wealth's GE Position: Q2 2022 in Review

Westshore Wealth sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 5,016 shares — an estimated $286K sold.

Westshore Wealth first reported a position in GE in Q1 2021 and held it in 4 quarters. The position peaked at $437K in Q1 2021. 1,470 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Westshore Wealth reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Westshore Wealth sold 5,016 GE Aerospace shares in Q2 2022, an estimated $286K.
Westshore Wealth first reported a position in GE Aerospace in Q1 2021 and held it in 4 quarters.
Westshore Wealth's GE Aerospace position peaked at $437K in Q1 2021.
1,470 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Westshore Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.