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Woodward Diversified Capital’s GE Aerospace GE Stock Holding History

Woodward Diversified Capital’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
2024
Q3 		– Sell
-1,362
Closed -$217K – 162
2024
Q2 		$217K Buy
+1,362
New +$217K 0.13% 150
2021
Q3 		– Sell
-2,273
Closed -$153K – 202
2021
Q2 		$153K Sell
2,273
-1,959
-46% -$131K 0.09% 201
2021
Q1 		$277K Buy
4,232
+189
+5% +$11.4K 0.16% 149
2020
Q4 		$218K Buy
+4,043
New +$181K 0.14% 142

Other funds holding GE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Woodward Diversified Capital's GE Position: Q3 2024 in Review

Woodward Diversified Capital sold out of GE Aerospace (GE) in Q3 2024, closing a stake of 1,362 shares — an estimated $217K sold.

Woodward Diversified Capital first reported a position in GE in Q4 2020 and held it in 4 quarters. The position peaked at $277K in Q1 2021. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

  • Woodward Diversified Capital reported no remaining GE Aerospace position as of Q3 2024 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,362 GE Aerospace shares in Q3 2024, an estimated $217K.
  • Woodward Diversified Capital first reported a position in GE Aerospace in Q4 2020 and held it in 4 quarters.
  • Woodward Diversified Capital's GE Aerospace position peaked at $277K in Q1 2021.
  • 2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Woodward Diversified Capital's 13F filing for Q3 2024, filed 1 Nov 2024.