Wellesley Investment Partners’s GE Aerospace GE Stock Holding History

Wellesley Investment Partners’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	-2,061	Closed	-$70K	–	105
2020 Q2	$70K	Hold	2,061	–	–	0.02%	102
2020 Q1	$81K	Buy	+2,061	New	+$110K	0.03%	101
2018 Q2	–	Sell	-2,491	Closed	-$160K	–	132
2018 Q1	$160K	Sell	2,491 -2,010	-45%	-$149K	0.06%	128
2017 Q4	$376K	Sell	4,501 -385	-8%	-$36.8K	0.14%	86
2017 Q3	$566K	Sell	4,886 -975	-17%	-$118K	0.23%	74
2017 Q2	$758K	Sell	5,861 -167	-3%	-$22.9K	0.32%	62
2017 Q1	$860K	Buy	6,028 +586	+11%	+$84.8K	0.38%	49
2016 Q4	$824K	Sell	5,442 -50	-0.9%	-$7.26K	0.4%	44
2016 Q3	$779K	Buy	5,492 +399	+8%	+$59.5K	0.4%	37
2016 Q2	$768K	Sell	5,093 -636	-11%	-$92.8K	0.41%	33
2016 Q1	$873K	Buy	5,729 +809	+16%	+$114K	0.52%	26
2015 Q4	$734K	Buy	+4,920	New	+$699K	0.51%	26

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellesley Investment Partners's GE Position: Q3 2020 in Review

Wellesley Investment Partners sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 2,061 shares — an estimated $70K sold.

Wellesley Investment Partners first reported a position in GE in Q4 2015 and held it in 12 quarters. The position peaked at $873K in Q1 2016. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Wellesley Investment Partners reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
Wellesley Investment Partners sold 2,061 GE Aerospace shares in Q3 2020, an estimated $70K.
Wellesley Investment Partners first reported a position in GE Aerospace in Q4 2015 and held it in 12 quarters.
Wellesley Investment Partners's GE Aerospace position peaked at $873K in Q1 2016.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.