British Steel Pension Fund’s GE Aerospace GE Stock Holding History

British Steel Pension Fund’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 Q1	–	Sell	-3,378	Closed	-$188K	–	77
2019 Q4	$188K	Hold	3,378	–	–	0.03%	84
2019 Q3	$151K	Sell	3,378 -2,373	-41%	-$112K	0.03%	98
2019 Q2	$301K	Sell	5,751 -6,287	-52%	-$309K	0.05%	85
2019 Q1	$599K	Buy	+12,038	New	+$567K	0.1%	82
2018 Q2	–	Sell	-25,987	Closed	-$2.17M	–	186
2018 Q1	$2.17M	Hold	25,987	–	–	0.25%	83
2017 Q4	$2.17M	Hold	25,987	–	–	0.25%	83
2017 Q3	$3.01M	Sell	25,987 -6,451	-20%	-$780K	0.36%	63
2017 Q2	$4.2M	Hold	32,438	–	–	0.46%	55
2017 Q1	$4.63M	Sell	32,438 -2,634	-8%	-$381K	0.52%	48
2016 Q4	$5.31M	Hold	35,072	–	–	0.67%	37
2016 Q3	$4.98M	Hold	35,072	–	–	0.64%	37
2016 Q2	$5.29M	Sell	35,072 -26,571	-43%	-$3.88M	0.74%	27
2016 Q1	$9.39M	Sell	61,643 -4,116	-6%	-$581K	0.94%	26
2015 Q4	$9.82M	Buy	+65,759	New	+$9.34M	0.99%	23
2015 Q2	$12.9M	Hold	101,655	–	–	1.24%	19
2015 Q1	$12.1M	Hold	101,655	–	–	1.17%	18
2014 Q4	$12.3M	Hold	101,655	–	–	1.18%	18
2014 Q3	$12.5M	Sell	101,655 -6,685	-6%	-$833K	1.25%	16
2014 Q2	$13.6M	Hold	108,340	–	–	1.29%	15
2014 Q1	$13.4M	Sell	108,340 -7,548	-7%	-$932K	1.34%	14
2013 Q4	$15.6M	Buy	115,888 +22,570	+24%	+$2.84M	1.52%	11
2013 Q3	$10.7M	Sell	93,318 -5,912	-6%	-$678K	1.11%	21
2013 Q2	$11M	Buy	+99,230	New	+$11M	1.14%	23

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

British Steel Pension Fund's GE Position: Q1 2020 in Review

British Steel Pension Fund sold out of GE Aerospace (GE) in Q1 2020, closing a stake of 3,378 shares — an estimated $188K sold.

British Steel Pension Fund first reported a position in GE in Q2 2013 and held it in 23 quarters. The position peaked at $15.6M in Q4 2013. 1,828 funds tracked by Wall St. Rank hold GE as of Q1 2020.

British Steel Pension Fund reported no remaining GE Aerospace position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 3,378 GE Aerospace shares in Q1 2020, an estimated $188K.
British Steel Pension Fund first reported a position in GE Aerospace in Q2 2013 and held it in 23 quarters.
British Steel Pension Fund's GE Aerospace position peaked at $15.6M in Q4 2013.
1,828 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.