Yorktown Management & Research Company’s GE Aerospace GE Stock Holding History

Yorktown Management & Research Company’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	-2,880	Closed	-$188K	–	351
2018 Q2	$188K	Buy	+2,880	New	+$192K	0.05%	341
2017 Q4	–	Sell	-4,173	Closed	-$484K	–	384
2017 Q3	$484K	Buy	+4,173	New	+$505K	0.13%	113
2016 Q1	–	Sell	-13,772	Closed	-$2.06M	–	380
2015 Q4	$2.06M	Sell	13,772 -41,732	-75%	-$5.93M	0.36%	90
2015 Q3	$6.71M	Buy	55,504 +18,779	+51%	+$2.3M	1.11%	7
2015 Q2	$4.68M	Buy	36,725 +27,127	+283%	+$3.52M	0.82%	33
2015 Q1	$1.14M	Hold	9,598	–	–	0.21%	106
2014 Q4	$1.16M	Hold	9,598	–	–	0.24%	75
2014 Q3	$1.18M	Buy	9,598 +2,086	+28%	+$260K	0.23%	84
2014 Q2	$946K	Sell	7,512 -2,504	-25%	-$318K	0.18%	96
2014 Q1	$1.24M	Hold	10,016	–	–	0.24%	84
2013 Q4	$1.34M	Hold	10,016	–	–	0.27%	76
2013 Q3	$1.15M	Hold	10,016	–	–	0.25%	81
2013 Q2	$1.11M	Buy	+10,016	New	+$1.11M	0.23%	77

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

Yorktown Management & Research Company's GE Position: Q3 2018 in Review

Yorktown Management & Research Company sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 2,880 shares — an estimated $188K sold.

Yorktown Management & Research Company first reported a position in GE in Q2 2013 and held it in 13 quarters. The position peaked at $6.71M in Q3 2015. 1,890 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Yorktown Management & Research Company reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 2,880 GE Aerospace shares in Q3 2018, an estimated $188K.
Yorktown Management & Research Company first reported a position in GE Aerospace in Q2 2013 and held it in 13 quarters.
Yorktown Management & Research Company's GE Aerospace position peaked at $6.71M in Q3 2015.
1,890 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Yorktown Management & Research Company's 13F filing for Q3 2018, filed 8 Nov 2018.