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Zuckerman Investment Group’s GE Aerospace GE Stock Holding History

Zuckerman Investment 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
2019
Q4 		– Sell
-2,006
Closed -$89K – 70
2019
Q3 		$89K Hold
2,006
– – 0.02% 64
2019
Q2 		$105K Sell
2,006
-134
-6% -$6.6K 0.02% 62
2019
Q1 		$107K Sell
2,140
-85
-4% -$4K 0.03% 61
2018
Q4 		$81K Buy
+2,225
New +$100K 0.02% 58
2017
Q2 		– Sell
-50,085
Closed -$7.15M – 54
2017
Q1 		$7.15M Sell
50,085
-3,247
-6% -$470K 1.74% 22
2016
Q4 		$8.08M Sell
53,332
-6,398
-11% -$929K 1.98% 19
2016
Q3 		$8.48M Sell
59,730
-47,366
-44% -$7.07M 2.25% 19
2016
Q2 		$16.2M Sell
107,096
-1,774
-2% -$259K 4.32% 8
2016
Q1 		$16.6M Sell
108,870
-2,772
-2% -$391K 4.45% 8
2015
Q4 		$16.7M Sell
111,642
-62,952
-36% -$8.94M 3.94% 11
2015
Q3 		$21.1M Buy
174,594
+63,872
+58% +$7.83M 4.96% 7
2015
Q2 		$14.1M Buy
+110,722
New +$14.4M 3.15% 15

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zuckerman Investment Group's GE Position: Q4 2019 in Review

Zuckerman Investment Group sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 2,006 shares — an estimated $89K sold.

Zuckerman Investment Group first reported a position in GE in Q2 2015 and held it in 12 quarters. The position peaked at $21.1M in Q3 2015. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • Zuckerman Investment Group reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
  • Zuckerman Investment Group sold 2,006 GE Aerospace shares in Q4 2019, an estimated $89K.
  • Zuckerman Investment Group first reported a position in GE Aerospace in Q2 2015 and held it in 12 quarters.
  • Zuckerman Investment Group's GE Aerospace position peaked at $21.1M in Q3 2015.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Zuckerman Investment Group's 13F filing for Q4 2019, filed 14 Feb 2020.