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Richard C. Young & Co’s GE Aerospace GE Stock Holding History

Richard C. Young & Co’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
2020
Q3 		– Sell
-5,217
Closed -$178K – 77
2020
Q2 		$178K Buy
+5,217
New +$176K 0.03% 85
2017
Q4 		– Sell
-56,378
Closed -$6.53M – 64
2017
Q3 		$6.53M Sell
56,378
-4,145
-7% -$501K 1.24% 38
2017
Q2 		$7.83M Sell
60,523
-6,509
-10% -$892K 1.53% 28
2017
Q1 		$9.57M Sell
67,032
-420
-0.6% -$60.8K 1.89% 23
2016
Q4 		$10.2M Sell
67,452
-800
-1% -$116K 2.15% 16
2016
Q3 		$9.69M Sell
68,252
-1,255
-2% -$187K 2.09% 21
2016
Q2 		$10.5M Sell
69,507
-1,538
-2% -$224K 2.32% 16
2016
Q1 		$10.8M Sell
71,045
-2,018
-3% -$285K 2.44% 8
2015
Q4 		$10.9M Sell
73,063
-1,081
-1% -$154K 2.48% 8
2015
Q3 		$8.96M Sell
74,144
-2,276
-3% -$279K 2.22% 13
2015
Q2 		$9.73M Sell
76,420
-1,305
-2% -$169K 2.19% 11
2015
Q1 		$9.24M Buy
77,725
+1,135
+1% +$135K 2.02% 18
2014
Q4 		$9.28M Buy
76,590
+938
+1% +$115K 1.96% 17
2014
Q3 		$9.29M Buy
75,652
+1,036
+1% +$129K 1.99% 18
2014
Q2 		$9.4M Buy
74,616
+2,319
+3% +$295K 1.9% 19
2014
Q1 		$8.97M Buy
72,297
+29,264
+68% +$3.62M 1.91% 21
2013
Q4 		$5.78M Buy
43,033
+835
+2% +$105K 1.25% 38
2013
Q3 		$4.83M Buy
+42,198
New +$4.84M 1.1% 40

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Richard C. Young & Co's GE Position: Q3 2020 in Review

Richard C. Young & Co sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 5,217 shares — an estimated $178K sold.

Richard C. Young & Co first reported a position in GE in Q3 2013 and held it in 18 quarters. The position peaked at $10.9M in Q4 2015. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • Richard C. Young & Co reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 5,217 GE Aerospace shares in Q3 2020, an estimated $178K.
  • Richard C. Young & Co first reported a position in GE Aerospace in Q3 2013 and held it in 18 quarters.
  • Richard C. Young & Co's GE Aerospace position peaked at $10.9M in Q4 2015.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Richard C. Young & Co's 13F filing for Q3 2020, filed 12 Nov 2020.