New Vernon Investment Management’s GE Aerospace GE Stock Holding History

New Vernon Investment 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
2018 Q1	–	Sell	-3,377	Closed	-$282K	–	51
2017 Q4	$282K	Hold	3,377	–	–	0.29%	47
2017 Q3	$391K	Hold	3,377	–	–	0.43%	48
2017 Q2	$437K	Hold	3,377	–	–	0.55%	46
2017 Q1	$482K	Sell	3,377 -764	-18%	-$111K	0.63%	45
2016 Q4	$627K	Hold	4,141	–	–	0.87%	31
2016 Q3	$588K	Sell	4,141 -7,833	-65%	-$1.17M	0.62%	39
2016 Q2	$1.81M	Sell	11,974 -1,776	-13%	-$259K	1.58%	24
2016 Q1	$2.1M	Sell	13,750 -5,347	-28%	-$755K	1.79%	21
2015 Q4	$2.85M	Hold	19,097	–	–	2.16%	19
2015 Q3	$2.31M	Hold	19,097	–	–	1.82%	20
2015 Q2	$2.43M	Buy	+19,097	New	+$2.48M	1.66%	22

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

New Vernon Investment Management's GE Position: Q1 2018 in Review

New Vernon Investment Management sold out of GE Aerospace (GE) in Q1 2018, closing a stake of 3,377 shares — an estimated $282K sold.

New Vernon Investment Management first reported a position in GE in Q2 2015 and held it in 11 quarters. The position peaked at $2.85M in Q4 2015. 1,986 funds tracked by Wall St. Rank hold GE as of Q1 2018.

New Vernon Investment Management reported no remaining GE Aerospace position as of Q1 2018 after selling out during the quarter.
New Vernon Investment Management sold 3,377 GE Aerospace shares in Q1 2018, an estimated $282K.
New Vernon Investment Management first reported a position in GE Aerospace in Q2 2015 and held it in 11 quarters.
New Vernon Investment Management's GE Aerospace position peaked at $2.85M in Q4 2015.
1,986 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

Based on New Vernon Investment Management's 13F filing for Q1 2018, filed 15 May 2018.