GE β€” GENERAL ELECTRIC CO

Ownership history in WINTON GROUP Ltd  Β·  35 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in GENERAL ELECTRIC CO (GE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.61% (2016 Q3)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
35

Position Intelligence

WINTON GROUP Ltd Γ— GE AI Analytics

πŸ“ˆ WINTON GROUP Ltd outperformed the S&P 500 by +5.3% annually on this GE position. Timing score: 59% (19/32 decisions correct). Average cost basis: $67.71. Maximum drawdown during holding period: –76.9%.

πŸ“ˆ Position Alpha vs SPY
+5.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.3% per year on this position.
34 quarters analyzed

⏱️ Timing Score
59%

βœ… Decent timing β€” more right than wrong on entries and exits.
19 of 32 add/trim decisions correct

πŸ’° Entry Quality
$67.71
+343.1% vs current ($300.04)

Best entry: $30.28 (2020 Q3)  Β·  Worst: $199.10 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–76.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
45%
buy-side decisions

15 adds Β· 18 trims. Bought during 7 of 17 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.19% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,001 -2,883 -14.5% 0.19% $5.1M $300.04
2025 Q2 REDUCED 19,884 -17,192 -46.4% 0.26% $5.1M $256.03
2025 Q1 ADDED 37,076 +15,423 +71.2% 0.45% $7.4M $199.10
2024 Q4 REDUCED 21,653 -7,864 -26.6% 0.24% $3.6M $165.60
2024 Q3 REDUCED 29,517 -2,001 -6.3% 0.39% $5.6M $186.93
2024 Q2 ADDED 31,518 +5,909 +23.1% 0.34% $5.0M $157.08
2024 Q1 ADDED 25,609 +8,669 +51.2% 0.32% $4.5M $138.18
2023 Q4 UNCHANGED 16,940 β€” 0% 0.16% $2.2M $100.47
2023 Q3 REDUCED 16,940 -363 -2.1% 0.15% $1.9M $86.97
2023 Q2 ADDED 17,303 +134 +0.8% 0.16% $1.9M $86.30
25 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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