Shelter Mutual Insurance’s GE Aerospace GE Stock Holding History

Shelter Mutual Insurance’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 Q4	–	Sell	-26,071	Closed	-$809K	–	49
2020 Q3	$809K	Sell	26,071 -20,063	-43%	-$652K	0.28%	47
2020 Q2	$1.57M	Sell	46,134 -7,139	-13%	-$241K	0.59%	44
2020 Q1	$2.11M	Hold	53,273	–	–	0.88%	35
2019 Q4	$2.96M	Hold	53,273	–	–	1.01%	36
2019 Q3	$2.37M	Hold	53,273	–	–	0.69%	39
2019 Q2	$2.79M	Sell	53,273 -5,110	-9%	-$252K	0.8%	40
2019 Q1	$2.91M	Sell	58,383 -2,336	-4%	-$110K	0.86%	40
2018 Q4	$2.2M	Hold	60,719	–	–	0.71%	42
2018 Q3	$3.29M	Hold	60,719	–	–	0.92%	41
2018 Q2	$3.96M	Sell	60,719 -6,760	-10%	-$451K	1.17%	38
2018 Q1	$4.36M	Hold	67,479	–	–	1.3%	35
2017 Q4	$5.64M	Hold	67,479	–	–	1.68%	29
2017 Q3	$7.82M	Sell	67,479 -6,281	-9%	-$759K	2.44%	22
2017 Q2	$9.55M	Hold	73,760	–	–	2.93%	15
2017 Q1	$10.5M	Hold	73,760	–	–	3.23%	8
2016 Q4	$11.2M	Hold	73,760	–	–	3.44%	7
2016 Q3	$10.5M	Hold	73,760	–	–	3.24%	8
2016 Q2	$11.1M	Hold	73,760	–	–	3.37%	9
2016 Q1	$11.2M	Hold	73,760	–	–	3.45%	9
2015 Q4	$11M	Hold	73,760	–	–	3.43%	8
2015 Q3	$8.91M	Hold	73,760	–	–	2.92%	11
2015 Q2	$9.39M	Hold	73,760	–	–	2.83%	12
2015 Q1	$8.77M	Hold	73,760	–	–	2.75%	15
2014 Q4	$8.93M	Hold	73,760	–	–	2.4%	18
2014 Q3	$9.06M	Hold	73,760	–	–	2.49%	18
2014 Q2	$9.34M	Hold	73,760	–	–	2.55%	17
2014 Q1	$9.15M	Hold	73,760	–	–	2.52%	16
2013 Q4	$9.91M	Hold	73,760	–	–	2.62%	14
2013 Q3	$8.45M	Hold	73,760	–	–	2.41%	17
2013 Q2	$8.2M	Buy	+73,760	New	+$8.17M	2.42%	14

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shelter Mutual Insurance's GE Position: Q4 2020 in Review

Shelter Mutual Insurance sold out of GE Aerospace (GE) in Q4 2020, closing a stake of 26,071 shares — an estimated $809K sold.

Shelter Mutual Insurance first reported a position in GE in Q2 2013 and held it in 30 quarters. The position peaked at $11.2M in Q1 2016. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Shelter Mutual Insurance reported no remaining GE Aerospace position as of Q4 2020 after selling out during the quarter.
Shelter Mutual Insurance sold 26,071 GE Aerospace shares in Q4 2020, an estimated $809K.
Shelter Mutual Insurance first reported a position in GE Aerospace in Q2 2013 and held it in 30 quarters.
Shelter Mutual Insurance's GE Aerospace position peaked at $11.2M in Q1 2016.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Shelter Mutual Insurance's 13F filing for Q4 2020, filed 10 Feb 2021.