Harvey Capital Management’s GE Aerospace GE Stock Holding History

Harvey Capital 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 Q4	–	Sell	-5,217	Closed	-$604K	–	83
2017 Q3	$604K	Sell	5,217 -1,043	-17%	-$126K	0.24%	55
2017 Q2	$810K	Hold	6,260	–	–	0.35%	49
2017 Q1	$894K	Buy	6,260 +2,087	+50%	+$302K	0.4%	45
2016 Q4	$632K	Sell	4,173 -15,650	-79%	-$2.27M	0.29%	49
2016 Q3	$2.81M	Hold	19,823	–	–	0.87%	25
2016 Q2	$2.99M	Hold	19,823	–	–	1.5%	25
2016 Q1	$3.02M	Hold	19,823	–	–	1.46%	24
2015 Q4	$2.96M	Hold	19,823	–	–	1.17%	31
2015 Q3	$2.4M	Sell	19,823 -6,635	-25%	-$813K	0.96%	31
2015 Q2	$3.4M	Sell	26,458 -36,530	-58%	-$4.74M	1.15%	28
2015 Q1	$7.49M	Sell	62,988 -1,356	-2%	-$161K	2.75%	11
2014 Q4	$7.79M	Sell	64,344 -1,395	-2%	-$172K	2.99%	12
2014 Q3	$8.07M	Sell	65,739 -15,086	-19%	-$1.88M	3.17%	9
2014 Q2	$10.2M	Sell	80,825 -209	-0.3%	-$26.6K	3.64%	9
2014 Q1	$10.1M	Buy	81,034 +60,370	+292%	+$7.46M	4.01%	8
2013 Q4	$2.77M	Sell	20,664 -188	-0.9%	-$23.7K	1.15%	27
2013 Q3	$2.39M	Buy	20,852 +7	+0%	+$803	1.21%	24
2013 Q2	$2.32M	Buy	+20,845	New	+$2.31M	1.44%	23

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Harvey Capital Management's GE Position: Q4 2017 in Review

Harvey Capital Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 5,217 shares — an estimated $604K sold.

Harvey Capital Management first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $10.2M in Q2 2014. 2,105 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Harvey Capital Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Harvey Capital Management sold 5,217 GE Aerospace shares in Q4 2017, an estimated $604K.
Harvey Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Harvey Capital Management's GE Aerospace position peaked at $10.2M in Q2 2014.
2,105 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Harvey Capital Management's 13F filing for Q4 2017, filed 2 Feb 2018.