CIM
GE icon

Calvert Investment Management’s GE Aerospace GE Stock Holding History

Calvert Investment Management’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
-165,554
Closed -$25.1M – 227
2016
Q4 		$25.1M Sell
165,554
-14,903
-8% -$2.16M 0.94% 9
2016
Q3 		$25.6M Buy
180,457
+28,907
+19% +$4.31M 0.94% 11
2016
Q2 		$22.9M Sell
151,550
-60,919
-29% -$8.89M 0.92% 14
2016
Q1 		$32.4M Buy
212,469
+5,846
+3% +$826K 1.43% 8
2015
Q4 		$30.8M Buy
206,623
+20,660
+11% +$2.93M 1.41% 12
2015
Q3 		$22.5M Sell
185,963
-33,600
-15% -$4.12M 1.12% 27
2015
Q2 		$28M Buy
219,563
+90,445
+70% +$11.7M 1.24% 22
2015
Q1 		$15.4M Buy
129,118
+1,127
+0.9% +$134K 0.99% 21
2014
Q4 		$15.5M Buy
127,991
+25,559
+25% +$3.14M 1.06% 17
2014
Q3 		$12.6M Buy
102,432
+8,492
+9% +$1.06M 0.93% 21
2014
Q2 		$11.8M Sell
93,940
-11,977
-11% -$1.52M 0.79% 34
2014
Q1 		$13.1M Buy
105,917
+7,929
+8% +$979K 0.93% 29
2013
Q4 		$13.2M Buy
97,988
+18,738
+24% +$2.36M 0.96% 28
2013
Q3 		$9.07M Buy
79,250
+12,582
+19% +$1.44M 1.13% 13
2013
Q2 		$7.41M Buy
+66,668
New +$7.38M 1.01% 30

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

Calvert Investment Management's GE Position: Q1 2017 in Review

Calvert Investment Management sold out of GE Aerospace (GE) in Q1 2017, closing a stake of 165,554 shares — an estimated $25.1M sold.

Calvert Investment Management first reported a position in GE in Q2 2013 and held it in 15 quarters. The position peaked at $32.4M in Q1 2016. 2,124 funds tracked by Wall St. Rank hold GE as of Q1 2017.

  • Calvert Investment Management reported no remaining GE Aerospace position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 165,554 GE Aerospace shares in Q1 2017, an estimated $25.1M.
  • Calvert Investment Management first reported a position in GE Aerospace in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's GE Aerospace position peaked at $32.4M in Q1 2016.
  • 2,124 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.