Caledonia Investments plc (UK)’s GE Aerospace GE Stock Holding History

Caledonia Investments plc (UK)’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 Q4	–	Sell	-83,048	Closed	-$9.62M	–	15
2017 Q3	$9.62M	Hold	83,048	–	–	2.77%	13
2017 Q2	$10.8M	Hold	83,048	–	–	3.05%	14
2017 Q1	$11.9M	Hold	83,048	–	–	3.34%	13
2016 Q4	$12.6M	Hold	83,048	–	–	3.88%	11
2016 Q3	$11.8M	Hold	83,048	–	–	4.09%	12
2016 Q2	$12.5M	Hold	83,048	–	–	4.69%	11
2016 Q1	$12.7M	Sell	83,048 -12,519	-13%	-$1.77M	3.97%	10
2015 Q4	$14.3M	Buy	95,567 +5,216	+6%	+$741K	4.45%	9
2015 Q3	$10.9M	Hold	90,351	–	–	3.93%	12
2015 Q2	$11.5M	Hold	90,351	–	–	3.72%	7
2015 Q1	$10.7M	Hold	90,351	–	–	4.85%	5
2014 Q4	$10.9M	Hold	90,351	–	–	4.62%	4
2014 Q3	$11.1M	Hold	90,351	–	–	4.79%	4
2014 Q2	$11.4M	Hold	90,351	–	–	4.79%	3
2014 Q1	$11.2M	Buy	90,351 +7,929	+10%	+$979K	5.33%	2
2013 Q4	$11.1M	Hold	82,422	–	–	5.32%	2
2013 Q3	$9.44M	Buy	+82,422	New	+$9.45M	4.73%	2

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Caledonia Investments plc (UK)'s GE Position: Q4 2017 in Review

Caledonia Investments plc (UK) sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 83,048 shares — an estimated $9.62M sold.

Caledonia Investments plc (UK) first reported a position in GE in Q3 2013 and held it in 17 quarters. The position peaked at $14.3M in Q4 2015. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Caledonia Investments plc (UK) reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Caledonia Investments plc (UK) sold 83,048 GE Aerospace shares in Q4 2017, an estimated $9.62M.
Caledonia Investments plc (UK) first reported a position in GE Aerospace in Q3 2013 and held it in 17 quarters.
Caledonia Investments plc (UK)'s GE Aerospace position peaked at $14.3M in Q4 2015.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Caledonia Investments plc (UK)'s 13F filing for Q4 2017, filed 11 Jan 2018.