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Whitegate Investment Counselors’s GE Aerospace GE Stock Holding History

Whitegate Investment Counselors’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
-2,052
Closed -$138K – 229
2021
Q2 		$138K Sell
2,052
-100
-5% -$6.67K 0.02% 218
2021
Q1 		$141K Sell
2,152
-100
-4% -$6.06K 0.02% 208
2020
Q4 		$121K Hold
2,252
– – 0.02% 205
2020
Q3 		$70K Sell
2,252
-2,845
-56% -$92.5K 0.01% 195
2020
Q2 		$173K Sell
5,097
-1,320
-21% -$44.5K 0.03% 188
2020
Q1 		$254K Buy
6,417
+251
+4% +$13.4K 0.06% 158
2019
Q4 		$343K Sell
6,166
-641
-9% -$33.1K 0.06% 158
2019
Q3 		$303K Sell
6,807
-20
-0.3% -$940 0.06% 160
2019
Q2 		$357K Sell
6,827
-140
-2% -$6.89K 0.07% 148
2019
Q1 		$347K Sell
6,967
-1,112
-14% -$52.4K 0.07% 152
2018
Q4 		$293K Sell
8,079
-1,562
-16% -$70.5K 0.07% 155
2018
Q3 		$522K Sell
9,641
-1,119
-10% -$69K 0.11% 129
2018
Q2 		$702K Sell
10,760
-23,443
-69% -$1.56M 0.14% 116
2018
Q1 		$2.21M Sell
34,203
-8,830
-21% -$654K 0.47% 72
2017
Q4 		$3.6M Sell
43,033
-2,181
-5% -$208K 0.75% 41
2017
Q3 		$5.24M Buy
45,214
+1,169
+3% +$141K 1.16% 24
2017
Q2 		$5.7M Buy
44,045
+869
+2% +$119K 1.29% 21
2017
Q1 		$6.17M Sell
43,176
-603
-1% -$87.3K 1.48% 17
2016
Q4 		$6.63M Sell
43,779
-75
-0.2% -$10.9K 1.77% 12
2016
Q3 		$6.22M Sell
43,854
-2,386
-5% -$356K 1.69% 15
2016
Q2 		$6.98M Buy
+46,240
New +$6.75M 1.94% 10
2014
Q1 		$7.05M Buy
+46,278
New +$5.72M 1.93% 12

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Whitegate Investment Counselors's GE Position: Q3 2021 in Review

Whitegate Investment Counselors sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 2,052 shares — an estimated $138K sold.

Whitegate Investment Counselors first reported a position in GE in Q1 2014 and held it in 22 quarters. The position peaked at $7.05M in Q1 2014. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Whitegate Investment Counselors reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,052 GE Aerospace shares in Q3 2021, an estimated $138K.
  • Whitegate Investment Counselors first reported a position in GE Aerospace in Q1 2014 and held it in 22 quarters.
  • Whitegate Investment Counselors's GE Aerospace position peaked at $7.05M in Q1 2014.
  • 1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Whitegate Investment Counselors's 13F filing for Q3 2021, filed 15 Oct 2021.