Wharton Business Group’s GE Aerospace GE Stock Holding History

Wharton Business Group’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 Q1	–	Sell	-2,248	Closed	-$188K	–	104
2017 Q4	$188K	Sell	2,248 -927	-29%	-$88.5K	0.02%	105
2017 Q3	$368K	Sell	3,175 -115	-3%	-$13.9K	0.04%	83
2017 Q2	$426K	Buy	3,290 +198	+6%	+$27.1K	0.05%	86
2017 Q1	$442K	Hold	3,092	–	–	0.05%	87
2016 Q4	$468K	Hold	3,092	–	–	0.06%	83
2016 Q3	$439K	Hold	3,092	–	–	0.05%	93
2016 Q2	$467K	Sell	3,092 -209	-6%	-$30.5K	0.06%	98
2016 Q1	$503K	Sell	3,301 -3,771	-53%	-$533K	0.06%	97
2015 Q4	$1.11M	Buy	7,072 +3,607	+104%	+$512K	0.11%	82
2015 Q3	$419K	Hold	3,465	–	–	0.04%	102
2015 Q2	$441	Buy	3,465 +76	+2%	+$9.86K	0.03%	106
2015 Q1	$403K	Hold	3,389	–	–	0.03%	114
2014 Q4	$410K	Sell	3,389 -17	-0.5%	-$2.09K	0.03%	113
2014 Q3	$418K	Hold	3,406	–	–	0.04%	124
2014 Q2	$429K	Sell	3,406 -15,211	-82%	-$1.93M	0.05%	118
2014 Q1	$2.31M	Buy	18,617 +25	+0.1%	+$3.09K	0.19%	87
2013 Q4	$2.5M	Sell	18,592 -11,031	-37%	-$1.39M	0.21%	78
2013 Q3	$3.39M	Buy	29,623 +6,403	+28%	+$734K	0.29%	63
2013 Q2	$2.58M	Buy	+23,220	New	+$2.57M	0.23%	75

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wharton Business Group's GE Position: Q1 2018 in Review

Wharton Business Group sold out of GE Aerospace (GE) in Q1 2018, closing a stake of 2,248 shares — an estimated $188K sold.

Wharton Business Group first reported a position in GE in Q2 2013 and held it in 19 quarters. The position peaked at $3.39M in Q3 2013. 1,985 funds tracked by Wall St. Rank hold GE as of Q1 2018.

Wharton Business Group reported no remaining GE Aerospace position as of Q1 2018 after selling out during the quarter.
Wharton Business Group sold 2,248 GE Aerospace shares in Q1 2018, an estimated $188K.
Wharton Business Group first reported a position in GE Aerospace in Q2 2013 and held it in 19 quarters.
Wharton Business Group's GE Aerospace position peaked at $3.39M in Q3 2013.
1,985 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

Based on Wharton Business Group's 13F filing for Q1 2018, filed 3 May 2018.