Mount Lucas Management’s GE Aerospace GE Stock Holding History

Mount Lucas Management’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
2022 Q2	–	Sell	-54,843	Closed	-$3.13M	–	112
2022 Q1	$3.13M	Sell	54,843 -5,327	-9%	-$318K	0.91%	32
2021 Q4	$3.54M	Sell	60,170 -1,934	-3%	-$121K	1.01%	41
2021 Q3	$3.99M	Sell	62,104 -4,782	-7%	-$307K	1.2%	28
2021 Q2	$35.9M	Buy	+66,886	New	+$4.46M	9.54%	1

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Mount Lucas Management's GE Position: Q2 2022 in Review

Mount Lucas Management sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 54,843 shares — an estimated $3.13M sold.

Mount Lucas Management first reported a position in GE in Q2 2021 and held it in 4 quarters. The position peaked at $35.9M in Q2 2021. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Mount Lucas Management reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Mount Lucas Management sold 54,843 GE Aerospace shares in Q2 2022, an estimated $3.13M.
Mount Lucas Management first reported a position in GE Aerospace in Q2 2021 and held it in 4 quarters.
Mount Lucas Management's GE Aerospace position peaked at $35.9M in Q2 2021.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.