Jay D. Rosenbaum’s GE Aerospace GE Stock Holding History

Jay D. Rosenbaum’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 Q3	–	Sell	-4,534	Closed	-$237K	–	51
2019 Q2	$237K	Sell	4,534 -301	-6%	-$14.8K	0.45%	48
2019 Q1	$241K	Sell	4,835 -194	-4%	-$9.13K	0.46%	49
2018 Q4	$183K	Hold	5,029	–	–	0.39%	49
2018 Q3	$272K	Hold	5,029	–	–	0.49%	50
2018 Q2	$328K	Hold	5,029	–	–	0.65%	45
2018 Q1	$325K	Hold	5,029	–	–	0.66%	46
2017 Q4	$421K	Hold	5,029	–	–	0.77%	41
2017 Q3	$583K	Hold	5,029	–	–	1.12%	35
2017 Q2	$651K	Hold	5,029	–	–	1.29%	33
2017 Q1	$719K	Sell	5,029 -104	-2%	-$15.1K	1.52%	30
2016 Q4	$778K	Sell	5,133 -172	-3%	-$25K	1.8%	25
2016 Q3	$753K	Hold	5,305	–	–	0.09%	27
2016 Q2	$800K	Buy	5,305 +172	+3%	+$25.1K	0.11%	25
2016 Q1	$782K	Hold	5,133	–	–	0.17%	24
2015 Q4	$767K	Sell	5,133 -42	-0.8%	-$5.96K	0.21%	21
2015 Q3	$626K	Sell	5,175 -125	-2%	-$15.3K	0.18%	26
2015 Q2	$675K	Hold	5,300	–	–	0.15%	26
2015 Q1	$630K	Sell	5,300 -73	-1%	-$8.69K	0.13%	28
2014 Q4	$651K	Buy	+5,373	New	+$661K	0.14%	28

Other funds holding GE

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

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

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

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

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

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

Jay D. Rosenbaum's GE Position: Q3 2019 in Review

Jay D. Rosenbaum sold out of GE Aerospace (GE) in Q3 2019, closing a stake of 4,534 shares — an estimated $237K sold.

Jay D. Rosenbaum first reported a position in GE in Q4 2014 and held it in 19 quarters. The position peaked at $800K in Q2 2016. 1,759 funds tracked by Wall St. Rank hold GE as of Q3 2019.

Jay D. Rosenbaum reported no remaining GE Aerospace position as of Q3 2019 after selling out during the quarter.
Jay D. Rosenbaum sold 4,534 GE Aerospace shares in Q3 2019, an estimated $237K.
Jay D. Rosenbaum first reported a position in GE Aerospace in Q4 2014 and held it in 19 quarters.
Jay D. Rosenbaum's GE Aerospace position peaked at $800K in Q2 2016.
1,759 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2019.

Based on Jay D. Rosenbaum's 13F filing for Q3 2019, filed 4 Nov 2019.