Jupiter Investment Management’s GE Aerospace GE Stock Holding History

Jupiter 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
2020 Q2	$22.8M	Buy	670,979 +323,232	+93%	+$10.9M	0.36%	83
2020 Q1	$13.8M	Sell	347,747 -167,002	-32%	-$8.9M	0.27%	97
2019 Q4	$28.6M	Sell	514,749 -261,790	-34%	-$13.5M	0.4%	76
2019 Q3	$34.6M	Buy	776,539 +442,782	+133%	+$20.8M	0.45%	72
2019 Q2	$17.5M	Buy	+333,757	New	+$16.4M	0.18%	132
2018 Q4	–	Sell	-17,319	Closed	-$937K	–	391
2018 Q3	$937K	Buy	17,319 +15,420	+812%	+$950K	0.01%	284
2018 Q2	$123K	Buy	+1,899	New	+$127K	﹤0.01%	353
2018 Q1	–	Sell	-3,255	Closed	-$272K	–	393
2017 Q4	$272K	Sell	3,255 -10,809	-77%	-$1.03M	﹤0.01%	310
2017 Q3	$1.63M	Sell	14,064 -19,228	-58%	-$2.32M	0.02%	199
2017 Q2	$4.31M	Sell	33,292 -24,582	-42%	-$3.37M	0.05%	185
2017 Q1	$8.27M	Sell	57,874 -17,246	-23%	-$2.5M	0.12%	126
2016 Q4	$11.4M	Sell	75,120 -5,424	-7%	-$788K	0.2%	105
2016 Q3	$11.4M	Sell	80,544 -801	-1%	-$120K	0.2%	102
2016 Q2	$12.3M	Sell	81,345 -11,381	-12%	-$1.66M	0.23%	108
2016 Q1	$14.1M	Buy	92,726 +49,401	+114%	+$6.98M	0.29%	99
2015 Q4	$6.47M	Buy	43,325 +4,572	+12%	+$649K	0.17%	128
2015 Q3	$4.68M	Hold	38,753	–	–	0.13%	137
2015 Q2	$4.93M	Sell	38,753 -251	-0.6%	-$32.6K	0.14%	106
2015 Q1	$4.64M	Sell	39,004 -295	-0.8%	-$35.1K	0.15%	119
2014 Q4	$4.76M	Buy	39,299 +794	+2%	+$97.6K	0.17%	132
2014 Q3	$4.73M	Buy	38,505 +294	+0.8%	+$36.6K	0.23%	102
2014 Q2	$4.81M	Buy	38,211 +7,161	+23%	+$911K	0.27%	97
2014 Q1	$3.85M	Sell	31,050 -1,872	-6%	-$231K	0.26%	106
2013 Q4	$4.42M	Buy	32,922 +4,744	+17%	+$597K	0.37%	82
2013 Q3	$3.23M	Sell	28,178 -11,472	-29%	-$1.32M	0.31%	121
2013 Q2	$4.41M	Buy	+39,650	New	+$4.39M	0.53%	82

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

Jupiter Investment Management's GE Position: Q2 2020 in Review

Jupiter Investment Management increased its GE Aerospace (GE) stake by 93% in Q2 2020, buying an estimated $10.9M and bringing the position to 670,979 shares worth $22.8M. The position accounts for 0.36% of the portfolio, ranked #83.

Jupiter Investment Management first reported a position in GE in Q2 2013 and has held it in 26 quarters since. The position peaked at $34.6M in Q3 2019. 1,791 funds tracked by Wall St. Rank hold GE as of Q2 2020.

Jupiter Investment Management held 670,979 shares of GE Aerospace worth $22.8M as of Q2 2020.
Jupiter Investment Management bought 323,232 GE Aerospace shares in Q2 2020, an estimated $10.9M.
GE Aerospace made up 0.36% of Jupiter Investment Management's portfolio in Q2 2020, its #83 holding.
Jupiter Investment Management first reported a position in GE Aerospace in Q2 2013 and has held it in 26 quarters since.
Jupiter Investment Management's GE Aerospace position peaked at $34.6M in Q3 2019.
1,791 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.