Gideon Capital Advisors’s GE Aerospace GE Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-42,234	Closed	-$2.35M	–	81
2019 Q4	$2.35M	Buy	42,234 +35,246	+504%	+$1.82M	0.81%	25
2019 Q3	$311K	Sell	6,988 -7,690	-52%	-$361K	0.1%	230
2019 Q2	$768K	Buy	14,678 +3,011	+26%	+$148K	0.27%	140
2019 Q1	$581K	Buy	+11,667	New	+$549K	0.21%	137
2016 Q3	–	Sell	-2,111	Closed	-$319K	–	221
2016 Q2	$319K	Buy	+2,111	New	+$308K	0.19%	141
2015 Q2	–	Sell	-17,163	Closed	-$2.04M	–	265
2015 Q1	$2.04M	Buy	+17,163	New	+$2.04M	0.82%	35
2014 Q3	–	Sell	-10,460	Closed	-$1.32M	–	308
2014 Q2	$1.32M	Buy	+10,460	New	+$1.33M	0.48%	76

Other funds holding GE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Gideon Capital Advisors's GE Position: Q1 2020 in Review

Gideon Capital Advisors sold out of GE Aerospace (GE) in Q1 2020, closing a stake of 42,234 shares — an estimated $2.35M sold.

Gideon Capital Advisors first reported a position in GE in Q2 2014 and held it in 7 quarters. The position peaked at $2.35M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold GE as of Q1 2020.

Gideon Capital Advisors reported no remaining GE Aerospace position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 42,234 GE Aerospace shares in Q1 2020, an estimated $2.35M.
Gideon Capital Advisors first reported a position in GE Aerospace in Q2 2014 and held it in 7 quarters.
Gideon Capital Advisors's GE Aerospace position peaked at $2.35M in Q4 2019.
1,828 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.