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Schwerin Boyle Capital Management’s GE Aerospace GE Stock Holding History

Schwerin Boyle 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
-219,165
Closed -$9.77M – 51
2019
Q3 		$9.77M Buy
219,165
+422
+0.2% +$19.8K 1.01% 32
2019
Q2 		$11.4M Sell
218,743
-2,910
-1% -$143K 1.2% 29
2019
Q1 		$11M Sell
221,653
-10,483
-5% -$494K 1.21% 28
2018
Q4 		$8.42M Sell
232,136
-3,985
-2% -$180K 1.06% 31
2018
Q3 		$12.8M Buy
236,121
+43,440
+23% +$2.68M 1.36% 25
2018
Q2 		$12.6M Sell
192,681
-9,724
-5% -$649K 1.38% 23
2018
Q1 		$13.1M Sell
202,405
-4,820
-2% -$357K 1.44% 22
2017
Q4 		$17.3M Buy
207,225
+308
+0.1% +$29.4K 1.89% 18
2017
Q3 		$24M Sell
206,917
-2,076
-1% -$251K 2.7% 12
2017
Q2 		$27.1M Buy
208,993
+1,867
+0.9% +$256K 3.18% 12
2017
Q1 		$29.6M Buy
207,126
+3,337
+2% +$483K 3.62% 9
2016
Q4 		$30.9M Sell
203,789
-918
-0.4% -$133K 3.82% 6
2016
Q3 		$29.1M Sell
204,707
-459
-0.2% -$68.5K 4.03% 6
2016
Q2 		$31M Sell
205,166
-3,624
-2% -$529K 4.44% 4
2016
Q1 		$31.8M Sell
208,790
-3,234
-2% -$457K 4.47% 4
2015
Q4 		$31.7M Sell
212,024
-324
-0.2% -$46K 4.39% 6
2015
Q3 		$25.7M Hold
212,348
– – 3.68% 7
2015
Q2 		$27M Buy
212,348
+626
+0.3% +$81.2K 3.55% 8
2015
Q1 		$25.2M Buy
211,722
+4,403
+2% +$524K 3.53% 9
2014
Q4 		$25.1M Sell
207,319
-9,369
-4% -$1.15M 3.4% 8
2014
Q3 		$26.6M Sell
216,688
-827
-0.4% -$103K 3.71% 6
2014
Q2 		$27.4M Sell
217,515
-89
-0% -$11.3K 3.95% 6
2014
Q1 		$27M Buy
217,604
+1,742
+0.8% +$215K 3.85% 7
2013
Q4 		$29M Sell
215,862
-8,461
-4% -$1.07M 4.07% 6
2013
Q3 		$25.7M Buy
224,323
+605
+0.3% +$69.4K 3.9% 8
2013
Q2 		$24.9M Buy
+223,718
New +$24.8M 3.99% 7

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schwerin Boyle Capital Management's GE Position: Q4 2019 in Review

Schwerin Boyle Capital Management sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 219,165 shares — an estimated $9.77M sold.

Schwerin Boyle Capital Management first reported a position in GE in Q2 2013 and held it in 26 quarters. The position peaked at $31.8M in Q1 2016. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • Schwerin Boyle Capital Management reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 219,165 GE Aerospace shares in Q4 2019, an estimated $9.77M.
  • Schwerin Boyle Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 26 quarters.
  • Schwerin Boyle Capital Management's GE Aerospace position peaked at $31.8M in Q1 2016.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

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