Nelson Capital Management’s GE Aerospace GE Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-1,248	Closed	-$56K	–	174
2019 Q3	$56K	Sell	1,248 -141	-10%	-$6.63K	0.01%	140
2019 Q2	$73K	Hold	1,389	–	–	0.02%	132
2019 Q1	$69K	Sell	1,389 -222	-14%	-$10.5K	0.02%	119
2018 Q4	$58K	Sell	1,611 -386	-19%	-$17.4K	0.02%	122
2018 Q3	$108K	Buy	1,997 +188	+10%	+$11.6K	0.02%	100
2018 Q2	$118K	Sell	1,809 -4,672	-72%	-$312K	0.03%	100
2018 Q1	$419K	Buy	6,481 +4,468	+222%	+$331K	0.11%	71
2017 Q4	$168K	Sell	2,013 -338	-14%	-$32.3K	0.05%	95
2017 Q3	$272K	Sell	2,351 -149	-6%	-$18K	0.09%	74
2017 Q2	$324K	Sell	2,500 -59	-2%	-$8.09K	0.11%	66
2017 Q1	$366K	Sell	2,559 -58	-2%	-$8.39K	0.12%	62
2016 Q4	$396K	Buy	2,617 +126	+5%	+$18.3K	0.14%	60
2016 Q3	$354K	Buy	2,491 +424	+21%	+$63.3K	0.13%	61
2016 Q2	$312K	Buy	2,067 +342	+20%	+$49.9K	0.12%	60
2016 Q1	$263K	Hold	1,725	–	–	0.1%	62
2015 Q4	$258K	Buy	1,725 +125	+8%	+$17.8K	0.1%	61
2015 Q3	$193K	Hold	1,600	–	–	0.07%	71
2015 Q2	$204K	Sell	1,600 -23	-1%	-$2.98K	0.07%	72
2015 Q1	$193K	Sell	1,623 -1,881	-54%	-$224K	0.07%	76
2014 Q4	$424K	Sell	3,504 -61	-2%	-$7.5K	0.16%	62
2014 Q3	$438K	Buy	3,565 +273	+8%	+$34K	0.17%	60
2014 Q2	$415K	Buy	3,292 +266	+9%	+$33.8K	0.17%	61
2014 Q1	$375K	Buy	3,026 +418	+16%	+$51.6K	0.16%	60
2013 Q4	$350K	Hold	2,608	–	–	0.16%	63
2013 Q3	$299K	Hold	2,608	–	–	0.14%	62
2013 Q2	$290K	Buy	+2,608	New	+$289K	0.15%	60

Other funds holding GE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

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

Norges Bank Oslo, Norway $935B AUM

Nelson Capital Management's GE Position: Q4 2019 in Review

Nelson Capital Management sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 1,248 shares — an estimated $56K sold.

Nelson Capital Management first reported a position in GE in Q2 2013 and held it in 26 quarters. The position peaked at $438K in Q3 2014. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

Nelson Capital Management reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,248 GE Aerospace shares in Q4 2019, an estimated $56K.
Nelson Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 26 quarters.
Nelson Capital Management's GE Aerospace position peaked at $438K in Q3 2014.
1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.