Kaizen Advisory’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$173K Buy
4,770
+694
+17% +$31.3K 0.12% 171
2018
Q3
$221K Hold
4,076
0.12% 158
2018
Q2
$266K Buy
4,076
+2,319
+132% +$155K 0.14% 143
2018
Q1
$113K Hold
1,757
0.11% 123
2017
Q4
$147K Buy
+1,757
New +$168K 0.09% 128

Other funds holding GE

Kaizen Advisory's GE Position: Q4 2018 in Review

Kaizen Advisory increased its GE Aerospace (GE) stake by 17% in Q4 2018, buying an estimated $31.3K and bringing the position to 4,770 shares worth $173K. The position accounts for 0.12% of the portfolio, ranked #171.

Kaizen Advisory first reported a position in GE in Q4 2017 and has held it in 5 quarters since. The position peaked at $266K in Q2 2018. 1,882 funds tracked by Wall St. Rank hold GE as of Q4 2018.

  • Kaizen Advisory held 4,770 shares of GE Aerospace worth $173K as of Q4 2018.
  • Kaizen Advisory bought 694 GE Aerospace shares in Q4 2018, an estimated $31.3K.
  • GE Aerospace made up 0.12% of Kaizen Advisory's portfolio in Q4 2018, its #171 holding.
  • Kaizen Advisory first reported a position in GE Aerospace in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's GE Aerospace position peaked at $266K in Q2 2018.
  • 1,882 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.