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Lourd Capital’s GE Aerospace GE Stock Holding History

Lourd Capital’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
Q2 		$735K Buy
14,045
+502
+4% +$24.7K 0.07% 50
2019
Q1 		$674K Buy
13,543
+377
+3% +$17.7K 0.07% 49
2018
Q4 		$478K Sell
13,166
-337
-2% -$15.2K 0.04% 123
2018
Q3 		$731K Sell
13,503
-1,039
-7% -$64K 0.05% 88
2018
Q2 		$949K Buy
14,542
+910
+7% +$60.7K 0.13% 50
2018
Q1 		$881K Sell
13,632
-1,079
-7% -$79.9K 0.12% 58
2017
Q4 		$1.23M Sell
14,711
-153
-1% -$14.6K 0.08% 56
2017
Q3 		$1.72M Sell
14,864
-476
-3% -$57.5K 0.15% 26
2017
Q2 		$1.99M Sell
15,340
-214
-1% -$29.3K 0.19% 18
2017
Q1 		$2.22M Sell
15,554
-54
-0.3% -$7.82K 0.21% 17
2016
Q4 		$2.36M Sell
15,608
-379
-2% -$55.1K 0.23% 15
2016
Q3 		$2.27M Sell
15,987
-82
-0.5% -$12.2K 0.25% 17
2016
Q2 		$2.42M Buy
16,069
+107
+0.7% +$15.6K 0.68% 15
2016
Q1 		$2.43M Buy
15,962
+765
+5% +$108K 0.27% 17
2015
Q4 		$2.27M Buy
15,197
+639
+4% +$90.8K 0.24% 22
2015
Q3 		$1.76M Buy
14,558
+201
+1% +$24.6K 0.19% 24
2015
Q2 		$1.83M Buy
14,357
+164
+1% +$21.3K 0.19% 28
2015
Q1 		$1.69M Buy
14,193
+55
+0.4% +$6.55K 0.16% 29
2014
Q4 		$1.71M Buy
14,138
+228
+2% +$28K 0.16% 29
2014
Q3 		$1.71M Buy
13,910
+262
+2% +$32.6K 0.17% 26
2014
Q2 		$1.72M Buy
13,648
+227
+2% +$28.9K 0.18% 29
2014
Q1 		$1.67M Sell
13,421
-296
-2% -$36.6K 0.18% 27
2013
Q4 		$1.84M Buy
13,717
+46
+0.3% +$5.79K 0.2% 25
2013
Q3 		$1.56M Buy
13,671
+4
+0% +$459 0.19% 23
2013
Q2 		$1.52M Buy
+13,667
New +$1.51M 0.18% 27

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lourd Capital's GE Position: Q2 2019 in Review

Lourd Capital increased its GE Aerospace (GE) stake by 3.7% in Q2 2019, buying an estimated $24.7K and bringing the position to 14,045 shares worth $735K. The position accounts for 0.07% of the portfolio, ranked #50.

Lourd Capital first reported a position in GE in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.43M in Q1 2016. 1,807 funds tracked by Wall St. Rank hold GE as of Q2 2019.

  • Lourd Capital held 14,045 shares of GE Aerospace worth $735K as of Q2 2019.
  • Lourd Capital bought 502 GE Aerospace shares in Q2 2019, an estimated $24.7K.
  • GE Aerospace made up 0.07% of Lourd Capital's portfolio in Q2 2019, its #50 holding.
  • Lourd Capital first reported a position in GE Aerospace in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's GE Aerospace position peaked at $2.43M in Q1 2016.
  • 1,807 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.