Biegel & Waller’s GE Aerospace GE Stock Holding History

Biegel & Waller’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
2019 Q3	$299K	Sell	6,720 -86	-1%	-$4.04K	0.17%	53
2019 Q2	$356K	Sell	6,806 -2,709	-28%	-$133K	0.18%	50
2019 Q1	$474K	Sell	9,515 -1,384	-13%	-$65.2K	0.24%	43
2018 Q4	$395K	Buy	10,899 +5,082	+87%	+$229K	0.23%	45
2018 Q3	$315K	Sell	5,817 -364	-6%	-$22.4K	0.18%	52
2018 Q2	$403K	Buy	6,181 +273	+5%	+$18.2K	0.25%	37
2018 Q1	$382K	Hold	5,908	–	–	0.24%	30
2017 Q4	$494K	Sell	5,908 -814	-12%	-$77.7K	0.29%	26
2017 Q3	$779K	Sell	6,722 -263	-4%	-$31.8K	0.49%	18
2017 Q2	$904K	Sell	6,985 -306	-4%	-$41.9K	0.55%	15
2017 Q1	$1.04M	Sell	7,291 -700	-9%	-$101K	0.72%	14
2016 Q4	$1.16M	Buy	+7,991	New	+$1.16M	0.81%	14

Other funds holding GE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Biegel & Waller's GE Position: Q3 2019 in Review

Biegel & Waller reduced its GE Aerospace (GE) stake by 1.3% in Q3 2019, selling an estimated $4.04K and leaving 6,720 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #53.

Biegel & Waller first reported a position in GE in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2016. 1,760 funds tracked by Wall St. Rank hold GE as of Q3 2019.

Biegel & Waller held 6,720 shares of GE Aerospace worth $299K as of Q3 2019.
Biegel & Waller sold 86 GE Aerospace shares in Q3 2019, an estimated $4.04K.
GE Aerospace made up 0.17% of Biegel & Waller's portfolio in Q3 2019, its #53 holding.
Biegel & Waller first reported a position in GE Aerospace in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's GE Aerospace position peaked at $1.16M in Q4 2016.
1,760 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.