Evanston Advisors’s GE Aerospace GE Stock Holding History

Evanston Advisors’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 Q4	$141K	Buy	3,879 +1,647	+74%	+$74.4K	0.04%	53
2018 Q3	$121K	Buy	2,232 +12	+0.5%	+$740	0.03%	68
2018 Q2	$145K	Buy	+2,220	New	+$148K	0.03%	65
2017 Q1	–	Sell	-2,083	Closed	-$410K	–	61
2016 Q4	$410K	Sell	2,083 -644	-24%	-$93.5K	0.13%	52
2016 Q3	$387K	Buy	2,727 +28	+1%	+$4.18K	0.12%	53
2016 Q2	$407K	Buy	2,699 +5	+0.2%	+$729	0.13%	52
2016 Q1	$410K	Sell	2,694 -329	-11%	-$46.5K	0.14%	52
2015 Q4	$451K	Buy	3,023 +5	+0.2%	+$710	0.16%	48
2015 Q3	$365K	Buy	3,018 +6	+0.2%	+$735	0.12%	56
2015 Q2	$384K	Buy	3,012 +631	+27%	+$81.8K	0.13%	56
2015 Q1	$283K	Sell	2,381 -43	-2%	-$5.12K	0.09%	58
2014 Q4	$294K	Buy	2,424 +54	+2%	+$6.64K	0.1%	57
2014 Q3	$291K	Buy	2,370 +6	+0.3%	+$748	0.1%	59
2014 Q2	$298K	Buy	2,364 +10	+0.4%	+$1.27K	0.1%	59
2014 Q1	$292K	Sell	2,354 -33	-1%	-$4.08K	0.1%	59
2013 Q4	$321K	Buy	+2,387	New	+$301K	0.12%	56

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Evanston Advisors's GE Position: Q4 2018 in Review

Evanston Advisors increased its GE Aerospace (GE) stake by 74% in Q4 2018, buying an estimated $74.4K and bringing the position to 3,879 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #53.

Evanston Advisors first reported a position in GE in Q4 2013 and has held it in 16 quarters since. The position peaked at $451K in Q4 2015. 1,882 funds tracked by Wall St. Rank hold GE as of Q4 2018.

Evanston Advisors held 3,879 shares of GE Aerospace worth $141K as of Q4 2018.
Evanston Advisors bought 1,647 GE Aerospace shares in Q4 2018, an estimated $74.4K.
GE Aerospace made up 0.04% of Evanston Advisors's portfolio in Q4 2018, its #53 holding.
Evanston Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 16 quarters since.
Evanston Advisors's GE Aerospace position peaked at $451K in Q4 2015.
1,882 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.