Mendel Money Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$732K Buy
+8,758
New +$836K 0.7% 31
2015
Q2
$3.69M Sell
29,010
-1,137
-4% -$147K 3.44% 13
2015
Q1
$3.58M Buy
30,147
+376
+1% +$44.8K 3.33% 15
2014
Q4
$3.61M Buy
29,771
+628
+2% +$77.2K 3.39% 12
2014
Q3
$3.58M Buy
+29,143
New +$3.63M 3.5% 9

Other funds holding GE

Mendel Money Management's GE Position: Q4 2017 in Review

Mendel Money Management opened a new position in GE Aerospace (GE) in Q4 2017: 8,758 shares worth $732K. The stake represents 0.7% of the portfolio and ranks #31 among its holdings. This is a return to the name: Mendel Money Management previously reported a position in GE as recently as Q2 2015.

Mendel Money Management first reported a position in GE in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.69M in Q2 2015. 2,105 funds tracked by Wall St. Rank hold GE as of Q4 2017.

  • Mendel Money Management held 8,758 shares of GE Aerospace worth $732K as of Q4 2017.
  • GE Aerospace was a new Mendel Money Management position in Q4 2017.
  • GE Aerospace made up 0.7% of Mendel Money Management's portfolio in Q4 2017, its #31 holding.
  • Mendel Money Management first reported a position in GE Aerospace in Q3 2014 and has held it in 5 quarters since.
  • Mendel Money Management's GE Aerospace position peaked at $3.69M in Q2 2015.
  • 2,105 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Mendel Money Management's 13F filing for Q4 2017, filed 6 Feb 2018.