Catamount Wealth Management’s GE Aerospace GE Stock Holding History

Catamount Wealth 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
2019 Q1	$272K	Sell	5,467 -219	-4%	-$10.3K	0.15%	43
2018 Q4	$277K	Buy	5,686 +9	+0.2%	+$406	0.19%	34
2018 Q3	$307K	Hold	5,677	–	–	0.15%	38
2018 Q2	$347K	Buy	5,677 +1,062	+23%	+$70.8K	0.17%	37
2018 Q1	$298K	Buy	4,615 +233	+5%	+$17.3K	0.16%	38
2017 Q4	$366K	Sell	4,382 -2,820	-39%	-$269K	0.2%	31
2017 Q3	$835K	Buy	7,202 +446	+7%	+$53.9K	0.49%	27
2017 Q2	$875K	Sell	6,756 -711	-10%	-$97.5K	0.53%	27
2017 Q1	$1.07M	Sell	7,467 -406	-5%	-$58.8K	0.73%	23
2016 Q4	$1.19M	Sell	7,873 -2,070	-21%	-$301K	0.97%	22
2016 Q3	$1.4M	Buy	9,943 +8,973	+925%	+$1.34M	1.2%	18
2016 Q2	$146K	Buy	970 +250	+35%	+$36.5K	0.17%	29
2016 Q1	$110K	Buy	720 +188	+35%	+$26.5K	0.13%	31
2015 Q4	$79K	Buy	532 +31	+6%	+$4.4K	0.07%	36
2015 Q3	$61K	Sell	501 -42	-8%	-$5.15K	0.06%	43
2015 Q2	$69K	Buy	543 +104	+24%	+$13.5K	0.05%	56
2015 Q1	$52K	Hold	439	–	–	0.04%	59
2014 Q4	$53K	Buy	+439	New	+$54K	0.05%	47

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Catamount Wealth Management's GE Position: Q1 2019 in Review

Catamount Wealth Management reduced its GE Aerospace (GE) stake by 3.9% in Q1 2019, selling an estimated $10.3K and leaving 5,467 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #43.

Catamount Wealth Management first reported a position in GE in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.4M in Q3 2016. 1,839 funds tracked by Wall St. Rank hold GE as of Q1 2019.

Catamount Wealth Management held 5,467 shares of GE Aerospace worth $272K as of Q1 2019.
Catamount Wealth Management sold 219 GE Aerospace shares in Q1 2019, an estimated $10.3K.
GE Aerospace made up 0.15% of Catamount Wealth Management's portfolio in Q1 2019, its #43 holding.
Catamount Wealth Management first reported a position in GE Aerospace in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's GE Aerospace position peaked at $1.4M in Q3 2016.
1,839 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.