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Kelman-Lazarov Inc’s GE Aerospace GE Stock Holding History

Kelman-Lazarov Inc’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
2018
Q4 		– Sell
-2,775
Closed -$150K – 95
2018
Q3 		$150K Sell
2,775
-598
-18% -$36.9K 0.09% 96
2018
Q2 		$220K Buy
3,373
+25
+0.7% +$1.67K 0.12% 101
2018
Q1 		$216K Sell
3,348
-818
-20% -$60.6K 0.12% 103
2017
Q4 		$348K Sell
4,166
-1,484
-26% -$142K 0.18% 92
2017
Q3 		$655K Sell
5,650
-678
-11% -$82K 0.35% 71
2017
Q2 		$819K Sell
6,328
-518
-8% -$71K 0.45% 65
2017
Q1 		$978K Sell
6,846
-521
-7% -$75.4K 0.63% 50
2016
Q4 		$1.12M Sell
7,367
-1,190
-14% -$173K 0.63% 51
2016
Q3 		$1.21M Sell
8,557
-258
-3% -$38.5K 0.69% 47
2016
Q2 		$1.33M Buy
8,815
+22
+0.3% +$3.21K 0.76% 41
2016
Q1 		$1.35M Buy
+8,793
New +$1.24M 0.79% 40

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelman-Lazarov Inc's GE Position: Q4 2018 in Review

Kelman-Lazarov Inc sold out of GE Aerospace (GE) in Q4 2018, closing a stake of 2,775 shares — an estimated $150K sold.

Kelman-Lazarov Inc first reported a position in GE in Q1 2016 and held it in 11 quarters. The position peaked at $1.35M in Q1 2016. 1,882 funds tracked by Wall St. Rank hold GE as of Q4 2018.

  • Kelman-Lazarov Inc reported no remaining GE Aerospace position as of Q4 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,775 GE Aerospace shares in Q4 2018, an estimated $150K.
  • Kelman-Lazarov Inc first reported a position in GE Aerospace in Q1 2016 and held it in 11 quarters.
  • Kelman-Lazarov Inc's GE Aerospace position peaked at $1.35M in Q1 2016.
  • 1,882 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2018, filed 11 Feb 2019.