Broadleaf Partners’s GE Aerospace GE Stock Holding History

Broadleaf 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
2018 Q4	–	Sell	-2,313	Closed	-$125K	–	53
2018 Q3	$125K	Sell	2,313 -18	-0.8%	-$1.11K	0.08%	54
2018 Q2	$152K	Hold	2,331	–	–	0.11%	53
2018 Q1	$151K	Hold	2,331	–	–	0.12%	51
2017 Q4	$195K	Buy	+2,331	New	+$223K	0.16%	53

Other funds holding GE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Broadleaf Partners's GE Position: Q4 2018 in Review

Broadleaf Partners sold out of GE Aerospace (GE) in Q4 2018, closing a stake of 2,313 shares — an estimated $125K sold.

Broadleaf Partners first reported a position in GE in Q4 2017 and held it in 4 quarters. The position peaked at $195K in Q4 2017. 1,883 funds tracked by Wall St. Rank hold GE as of Q4 2018.

Broadleaf Partners reported no remaining GE Aerospace position as of Q4 2018 after selling out during the quarter.
Broadleaf Partners sold 2,313 GE Aerospace shares in Q4 2018, an estimated $125K.
Broadleaf Partners first reported a position in GE Aerospace in Q4 2017 and held it in 4 quarters.
Broadleaf Partners's GE Aerospace position peaked at $195K in Q4 2017.
1,883 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2018.

Based on Broadleaf Partners's 13F filing for Q4 2018, filed 15 Jan 2019.