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Caldwell & Orkin’s GE Aerospace GE Stock Holding History

Caldwell & Orkin’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
2017
Q1 		– Sell
-14,419
Closed -$2.18M – 90
2016
Q4 		$2.18M Sell
14,419
-11,369
-44% -$1.65M 1.39% 16
2016
Q3 		$3.66M Sell
25,788
-17,360
-40% -$2.59M 2.52% 13
2016
Q2 		$6.51M Sell
43,148
-4,215
-9% -$615K 2.82% 6
2016
Q1 		$7.22M Sell
47,363
-9,876
-17% -$1.39M 2.92% 4
2015
Q4 		$8.54M Buy
+57,239
New +$8.13M 3.13% 5
2014
Q3 		– Sell
-11,935
Closed -$1.5M – 71
2014
Q2 		$1.5M Hold
11,935
– – 0.76% 52
2014
Q1 		$1.48M Buy
11,935
+198
+2% +$24.5K 0.97% 40
2013
Q4 		$1.58M Hold
11,737
– – 0.86% 40
2013
Q3 		$1.34M Hold
11,737
– – 0.79% 50
2013
Q2 		$1.3M Buy
+11,737
New +$1.3M 0.72% 47

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Caldwell & Orkin's GE Position: Q1 2017 in Review

Caldwell & Orkin sold out of GE Aerospace (GE) in Q1 2017, closing a stake of 14,419 shares — an estimated $2.18M sold.

Caldwell & Orkin first reported a position in GE in Q2 2013 and held it in 10 quarters. The position peaked at $8.54M in Q4 2015. 2,124 funds tracked by Wall St. Rank hold GE as of Q1 2017.

  • Caldwell & Orkin reported no remaining GE Aerospace position as of Q1 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 14,419 GE Aerospace shares in Q1 2017, an estimated $2.18M.
  • Caldwell & Orkin first reported a position in GE Aerospace in Q2 2013 and held it in 10 quarters.
  • Caldwell & Orkin's GE Aerospace position peaked at $8.54M in Q4 2015.
  • 2,124 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.