YorkBridge Wealth Partners’s GE Aerospace GE Stock Holding History

YorkBridge Wealth Partners’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 Q4	$277K	Sell	5,300 -40	-0.7%	-$1.97K	0.07%	205
2022 Q3	$206K	Sell	5,340 -117	-2%	-$5.14K	0.05%	260
2022 Q2	$216K	Hold	5,457	–	–	0.06%	260
2022 Q1	$311K	Sell	5,457 -109	-2%	-$6.5K	0.07%	227
2021 Q4	$328K	Sell	5,566 -47	-0.8%	-$2.95K	0.07%	226
2021 Q3	$360K	Buy	5,613 +3	+0.1%	+$193	0.09%	189
2021 Q2	$376K	Buy	5,610 +103	+2%	+$6.87K	0.1%	159
2021 Q1	$360K	Buy	5,507 +114	+2%	+$6.9K	0.11%	159
2020 Q4	$290K	Sell	5,393 -537	-9%	-$24.1K	0.1%	153
2020 Q3	$184K	Sell	5,930 -3,158	-35%	-$103K	0.08%	176
2020 Q2	$309K	Buy	9,088 +203	+2%	+$6.84K	0.14%	129
2020 Q1	$352K	Sell	8,885 -407	-4%	-$21.7K	0.22%	104
2019 Q4	$517K	Buy	9,292 +149	+2%	+$7.7K	0.24%	101
2019 Q3	$407K	Sell	9,143 -286	-3%	-$13.4K	0.21%	111
2019 Q2	$493K	Buy	9,429 +802	+9%	+$39.5K	0.22%	96
2019 Q1	$430K	Sell	8,627 -1,688	-16%	-$79.5K	0.2%	105
2018 Q4	$374K	Sell	10,315 -4,847	-32%	-$219K	0.2%	110
2018 Q3	$878K	Buy	15,162 +921	+6%	+$56.8K	0.4%	66
2018 Q2	$929K	Sell	14,241 -742	-5%	-$49.5K	0.41%	65
2018 Q1	$946K	Sell	14,983 -1,112	-7%	-$82.4K	0.44%	64
2017 Q4	$1.15M	Sell	16,095 -6,315	-28%	-$603K	0.56%	48
2017 Q3	$2.6M	Buy	22,410 +1,827	+9%	+$221K	1.35%	14
2017 Q2	$2.71M	Buy	20,583 +257	+1%	+$35.2K	1.44%	14
2017 Q1	$2.82M	Buy	20,326 +351	+2%	+$50.8K	1.48%	15
2016 Q4	$3.01M	Buy	+19,975	New	+$2.9M	1.78%	8

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

YorkBridge Wealth Partners's GE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its GE Aerospace (GE) stake by 0.75% in Q4 2022, selling an estimated $1.97K and leaving 5,300 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #205.

YorkBridge Wealth Partners first reported a position in GE in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.01M in Q4 2016. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.

YorkBridge Wealth Partners held 5,300 shares of GE Aerospace worth $277K as of Q4 2022.
YorkBridge Wealth Partners sold 40 GE Aerospace shares in Q4 2022, an estimated $1.97K.
GE Aerospace made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #205 holding.
YorkBridge Wealth Partners first reported a position in GE Aerospace in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's GE Aerospace position peaked at $3.01M in Q4 2016.
1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.