Shepherd Kaplan Krochuk’s GE Aerospace GE Stock Holding History

Shepherd Kaplan Krochuk’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 Q3	–	Sell	-4,904	Closed	-$320K	–	240
2018 Q2	$320K	Buy	4,904 +1,106	+29%	+$73.8K	0.2%	136
2018 Q1	$245K	Buy	+3,798	New	+$281K	0.15%	172

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Shepherd Kaplan Krochuk's GE Position: Q3 2018 in Review

Shepherd Kaplan Krochuk sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 4,904 shares — an estimated $320K sold.

Shepherd Kaplan Krochuk first reported a position in GE in Q1 2018 and held it in 2 quarters. The position peaked at $320K in Q2 2018. 1,890 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Shepherd Kaplan Krochuk reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 4,904 GE Aerospace shares in Q3 2018, an estimated $320K.
Shepherd Kaplan Krochuk first reported a position in GE Aerospace in Q1 2018 and held it in 2 quarters.
Shepherd Kaplan Krochuk's GE Aerospace position peaked at $320K in Q2 2018.
1,890 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2018, filed 14 Nov 2018.