Marcus Capital’s GE Aerospace GE Stock Holding History

Marcus 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
2018 Q3	–	Sell	-3,599	Closed	-$235K	–	44
2018 Q2	$235K	Buy	3,599 +187	+5%	+$12.5K	0.75%	40
2018 Q1	$220K	Sell	3,412 -480	-12%	-$35.6K	0.81%	40
2017 Q4	$325K	Sell	3,892 -5,873	-60%	-$561K	1.24%	31
2017 Q3	$1.13M	Sell	9,765 -5,979	-38%	-$723K	1.61%	29
2017 Q2	$2.04M	Buy	15,744 +167	+1%	+$22.9K	1.74%	27
2017 Q1	$2.23M	Buy	15,577 +230	+1%	+$33.3K	2.08%	24
2016 Q4	$2.32M	Sell	15,347 -84	-0.5%	-$12.2K	2.5%	17
2016 Q3	$2.19M	Buy	15,431 +42	+0.3%	+$6.27K	2.1%	21
2016 Q2	$2.32M	Sell	15,389 -83	-0.5%	-$12.1K	2.44%	17
2016 Q1	$2.36M	Hold	15,472	–	–	2.6%	14
2015 Q4	$2.31M	Buy	+15,472	New	+$2.2M	2.45%	16

Other funds holding GE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Marcus Capital's GE Position: Q3 2018 in Review

Marcus Capital sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 3,599 shares — an estimated $235K sold.

Marcus Capital first reported a position in GE in Q4 2015 and held it in 11 quarters. The position peaked at $2.36M in Q1 2016. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Marcus Capital reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
Marcus Capital sold 3,599 GE Aerospace shares in Q3 2018, an estimated $235K.
Marcus Capital first reported a position in GE Aerospace in Q4 2015 and held it in 11 quarters.
Marcus Capital's GE Aerospace position peaked at $2.36M in Q1 2016.
1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.