John Armitage's GE Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.3M shares of GE Aerospace (GE) worth $0, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in GE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 469.3K shares. Largest reduction occurred in Q2 2024, reducing 998.5K shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's GE Aerospace (GE) Holding Value Over Time
Track share changes against reported price movement
Quarterly GE Aerospace (GE) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +3.81 M | New Buy | 3.81 M | $109.85 |
| Q3 2023 | +19,829 | Add 0.52% | 3.83 M | $110.55 |
| Q4 2023 | +469,294 | Add 12.24% | 4.3 M | $127.63 |
| Q1 2024 | -931,163 | Reduce 21.64% | 3.37 M | $175.53 |
| Q2 2024 | -998,532 | Reduce 29.61% | 2.37 M | $158.97 |
| Q3 2024 | -416,456 | Reduce 17.55% | 1.96 M | $188.58 |
| Q4 2024 | +447,738 | Add 22.88% | 2.4 M | $166.79 |
| Q1 2025 | -907,203 | Reduce 37.73% | 1.5 M | $200.15 |
| Q2 2025 | -235,515 | Reduce 15.73% | 1.26 M | $257.39 |
| Q3 2025 | -1.26 M | Sold Out | 1.26 M | $0.00 |
John Armitage's GE Aerospace Investment FAQs
John Armitage first purchased GE Aerospace (GE) in Q2 2023, acquiring 3,813,847 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held GE Aerospace (GE) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to GE Aerospace (GE) was in Q2 2023, adding 3,813,847 shares worth $418.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,261,839 shares of GE Aerospace (GE), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, GE Aerospace (GE) represents approximately 0.00% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in GE Aerospace (GE) was 4,302,970 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.