Aperio Group’s GE Aerospace GE Stock Holding History

Aperio Group’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
2020 Q4	$26.2M	Buy	487,210 +83,037	+21%	+$3.72M	0.08%	251
2020 Q3	$12.6M	Sell	404,173 -76,743	-16%	-$2.49M	0.04%	404
2020 Q2	$16.4M	Sell	480,916 -128,551	-21%	-$4.33M	0.06%	308
2020 Q1	$24.1M	Sell	609,467 -273,567	-31%	-$14.6M	0.11%	196
2019 Q4	$49.1M	Buy	883,034 +107,909	+14%	+$5.57M	0.18%	122
2019 Q3	$34.5M	Sell	775,125 -171,467	-18%	-$8.06M	0.14%	172
2019 Q2	$49.5M	Buy	946,592 +80,073	+9%	+$3.94M	0.2%	94
2019 Q1	$43.1M	Buy	866,519 +275,774	+47%	+$13M	0.19%	114
2018 Q4	$21.4M	Buy	590,745 +108,369	+22%	+$4.89M	0.11%	216
2018 Q3	$26.1M	Sell	482,376 -179,920	-27%	-$11.1M	0.12%	192
2018 Q2	$43.2M	Buy	662,296 +145,063	+28%	+$9.68M	0.21%	106
2018 Q1	$33.4M	Buy	517,233 +74,790	+17%	+$5.54M	0.17%	139
2017 Q4	$37M	Sell	442,443 -142,452	-24%	-$13.6M	0.19%	117
2017 Q3	$67.8M	Sell	584,895 -96,279	-14%	-$11.6M	0.38%	50
2017 Q2	$88.2M	Sell	681,174 -21,105	-3%	-$2.89M	0.54%	29
2017 Q1	$100M	Sell	702,279 -8,755	-1%	-$1.27M	0.69%	19
2016 Q4	$108M	Sell	711,034 -78,685	-10%	-$11.4M	0.82%	12
2016 Q3	$112M	Buy	789,719 +6,469	+0.8%	+$965K	0.81%	11
2016 Q2	$118M	Buy	783,250 +9,294	+1%	+$1.36M	0.92%	9
2016 Q1	$118M	Buy	773,956 +52,799	+7%	+$7.46M	1.01%	7
2015 Q4	$108M	Buy	721,157 +52,968	+8%	+$7.52M	0.99%	5
2015 Q3	$80.8M	Buy	668,189 +75,834	+13%	+$9.29M	0.82%	8
2015 Q2	$75.4M	Buy	592,355 +96,067	+19%	+$12.5M	0.78%	11
2015 Q1	$59M	Buy	496,288 +2,679	+0.5%	+$319K	0.66%	16
2014 Q4	$59.8M	Buy	493,609 +23,444	+5%	+$2.88M	0.74%	11
2014 Q3	$57.7M	Buy	470,165 +14,909	+3%	+$1.86M	0.78%	12
2014 Q2	$57.3M	Buy	455,256 +16,606	+4%	+$2.11M	0.83%	9
2014 Q1	$54.4M	Buy	+438,650	New	+$54.2M	0.77%	11
2013 Q4	–	Sell	-377,689	Closed	-$47.6M	–	7
2013 Q3	$43.2M	Buy	377,689 +60,796	+19%	+$6.97M	0.83%	10
2013 Q2	$35.2M	Buy	+316,893	New	+$35.1M	0.84%	10

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

Aperio Group's GE Position: Q4 2020 in Review

Aperio Group increased its GE Aerospace (GE) stake by 21% in Q4 2020, buying an estimated $3.72M and bringing the position to 487,210 shares worth $26.2M. The position accounts for 0.08% of the portfolio, ranked #251.

Aperio Group first reported a position in GE in Q2 2013 and has held it in 30 quarters since. The position peaked at $118M in Q2 2016. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Aperio Group held 487,210 shares of GE Aerospace worth $26.2M as of Q4 2020.
Aperio Group bought 83,037 GE Aerospace shares in Q4 2020, an estimated $3.72M.
GE Aerospace made up 0.08% of Aperio Group's portfolio in Q4 2020, its #251 holding.
Aperio Group first reported a position in GE Aerospace in Q2 2013 and has held it in 30 quarters since.
Aperio Group's GE Aerospace position peaked at $118M in Q2 2016.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.