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Eagle Ridge Investment Management’s GE Aerospace GE Stock Holding History

Eagle Ridge 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
2018
Q3 		– Sell
-2,928
Closed -$191K – 175
2018
Q2 		$191K Sell
2,928
-795
-21% -$53K 0.03% 167
2018
Q1 		$240K Sell
3,723
-4,187
-53% -$310K 0.04% 156
2017
Q4 		$661K Buy
7,910
+1,408
+22% +$134K 0.1% 98
2017
Q3 		$753K Buy
6,502
+27
+0.4% +$3.26K 0.12% 88
2017
Q2 		$412K Buy
6,475
+994
+18% +$136K 0.08% 90
2017
Q1 		$783K Sell
5,481
-715
-12% -$103K 0.15% 79
2016
Q4 		$938K Sell
6,196
-115
-2% -$16.7K 0.19% 78
2016
Q3 		$896K Sell
6,311
-492
-7% -$73.4K 0.2% 78
2016
Q2 		$1.03M Sell
6,803
-504
-7% -$73.5K 0.24% 77
2016
Q1 		$1.11M Sell
7,307
-250
-3% -$35.3K 0.26% 76
2015
Q4 		$1.13M Buy
7,557
+149
+2% +$21.2K 0.27% 76
2015
Q3 		$895K Buy
7,408
+2,727
+58% +$334K 0.23% 73
2015
Q2 		$596K Sell
4,681
-201
-4% -$26.1K 0.27% 42
2015
Q1 		$580K Buy
4,882
+77
+2% +$9.17K 0.26% 43
2014
Q4 		$582K Buy
4,805
+3
+0.1% +$369 0.27% 42
2014
Q3 		$590K Sell
4,802
-109
-2% -$13.6K 0.28% 45
2014
Q2 		$619K Sell
4,911
-414
-8% -$52.7K 0.29% 42
2014
Q1 		$661K Buy
5,325
+830
+18% +$103K 0.32% 41
2013
Q4 		$604K Sell
4,495
-52,734
-92% -$6.64M 0.3% 40
2013
Q3 		$6.55M Sell
57,229
-679
-1% -$77.9K 3.62% 6
2013
Q2 		$6.44M Buy
+57,908
New +$6.41M 3.72% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Eagle Ridge Investment Management's GE Position: Q3 2018 in Review

Eagle Ridge Investment Management sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 2,928 shares — an estimated $191K sold.

Eagle Ridge Investment Management first reported a position in GE in Q2 2013 and held it in 21 quarters. The position peaked at $6.55M in Q3 2013. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

  • Eagle Ridge Investment Management reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,928 GE Aerospace shares in Q3 2018, an estimated $191K.
  • Eagle Ridge Investment Management first reported a position in GE Aerospace in Q2 2013 and held it in 21 quarters.
  • Eagle Ridge Investment Management's GE Aerospace position peaked at $6.55M in Q3 2013.
  • 1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.