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Lehman Financial Resources’s GE Aerospace GE Stock Holding History

Lehman Financial Resources’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
Q3 		$1.91M Buy
35,232
+431
+1% +$26.6K 0.89% 23
2018
Q2 		$2.27M Sell
34,801
-724
-2% -$48.3K 1.14% 23
2018
Q1 		$2.29M Buy
35,525
+28,190
+384% +$2.09M 1.18% 22
2017
Q4 		$613K Sell
7,335
-37,628
-84% -$3.59M 0.32% 44
2017
Q3 		$5.21M Buy
44,963
+722
+2% +$87.3K 2.65% 10
2017
Q2 		$5.73M Buy
44,241
+744
+2% +$102K 3.22% 9
2017
Q1 		$6.21M Buy
43,497
+220
+0.5% +$31.8K 3.43% 8
2016
Q4 		$6.55M Buy
43,277
+1,414
+3% +$205K 3.73% 8
2016
Q3 		$5.94M Buy
41,863
+962
+2% +$144K 3.44% 8
2016
Q2 		$6.17M Buy
40,901
+1,549
+4% +$226K 3.1% 7
2016
Q1 		$6M Buy
39,352
+3
+0% +$424 3.2% 5
2015
Q4 		$5.87M Buy
39,349
+3,142
+9% +$446K 3.17% 6
2015
Q3 		$4.38M Buy
36,207
+1,133
+3% +$139K 2.23% 10
2015
Q2 		$4.47M Buy
35,074
+119
+0.3% +$15.4K 2.16% 9
2015
Q1 		$4.16M Buy
34,955
+10,144
+41% +$1.21M 1.91% 11
2014
Q4 		$3M Buy
24,811
+658
+3% +$80.9K 1.47% 21
2014
Q3 		$2.97M Buy
24,153
+647
+3% +$80.6K 1.55% 14
2014
Q2 		$2.96M Buy
23,506
+163
+0.7% +$20.7K 1.41% 18
2014
Q1 		$2.9M Buy
23,343
+137
+0.6% +$16.9K 1.5% 18
2013
Q4 		$3.12M Buy
23,206
+293
+1% +$36.9K 1.93% 14
2013
Q3 		$2.62M Buy
22,913
+1,210
+6% +$139K 1.68% 18
2013
Q2 		$2.41M Buy
+21,703
New +$2.4M 1.63% 20

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lehman Financial Resources's GE Position: Q3 2018 in Review

Lehman Financial Resources increased its GE Aerospace (GE) stake by 1.2% in Q3 2018, buying an estimated $26.6K and bringing the position to 35,232 shares worth $1.91M. The position accounts for 0.89% of the portfolio, ranked #23.

Lehman Financial Resources first reported a position in GE in Q2 2013 and has held it in 22 quarters since. The position peaked at $6.55M in Q4 2016. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

  • Lehman Financial Resources held 35,232 shares of GE Aerospace worth $1.91M as of Q3 2018.
  • Lehman Financial Resources bought 431 GE Aerospace shares in Q3 2018, an estimated $26.6K.
  • GE Aerospace made up 0.89% of Lehman Financial Resources's portfolio in Q3 2018, its #23 holding.
  • Lehman Financial Resources first reported a position in GE Aerospace in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's GE Aerospace position peaked at $6.55M in Q4 2016.
  • 1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.