Needelman Asset Management’s GE Aerospace GE Stock Holding History

Needelman Asset 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
2017 Q4	–	Sell	-8,052	Closed	-$933K	–	38
2017 Q3	$933K	Buy	8,052 +407	+5%	+$49.2K	2.29%	22
2017 Q2	$990K	Buy	7,645 +78	+1%	+$10.7K	2.55%	19
2017 Q1	$1.08M	Sell	7,567 -37	-0.5%	-$5.36K	2.89%	13
2016 Q4	$1.15M	Buy	7,604 +1,997	+36%	+$290K	3.19%	10
2016 Q3	$796K	Sell	5,607 -7	-0.1%	-$1.04K	2.39%	27
2016 Q2	$847K	Sell	5,614 -16	-0.3%	-$2.33K	2.42%	23
2016 Q1	$858K	Sell	5,630 -112	-2%	-$15.8K	2.51%	23
2015 Q4	$857K	Sell	5,742 -34	-0.6%	-$4.83K	2.6%	20
2015 Q3	$698K	Hold	5,776	–	–	2.29%	24
2015 Q2	$735K	Sell	5,776 -264	-4%	-$34.2K	2.33%	24
2015 Q1	$718K	Buy	6,040 +12	+0.2%	+$1.43K	2.18%	26
2014 Q4	$730K	Hold	6,028	–	–	2.24%	27
2014 Q3	$740K	Hold	6,028	–	–	2.37%	26
2014 Q2	$759K	Sell	6,028 -10	-0.2%	-$1.27K	2.4%	26
2014 Q1	$749K	Sell	6,038 -59	-1%	-$7.29K	2.43%	26
2013 Q4	$819K	Buy	6,097 +59	+1%	+$7.43K	2.7%	22
2013 Q3	$691K	Hold	6,038	–	–	2.48%	25
2013 Q2	$671K	Buy	+6,038	New	+$668K	2.45%	26

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Needelman Asset Management's GE Position: Q4 2017 in Review

Needelman Asset Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 8,052 shares — an estimated $933K sold.

Needelman Asset Management first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $1.15M in Q4 2016. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Needelman Asset Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Needelman Asset Management sold 8,052 GE Aerospace shares in Q4 2017, an estimated $933K.
Needelman Asset Management first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Needelman Asset Management's GE Aerospace position peaked at $1.15M in Q4 2016.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Needelman Asset Management's 13F filing for Q4 2017, filed 4 Jan 2018.