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John Armitage

Egerton Capital

John Armitage GE Aerospace stake

total: 222

Egerton Capital GE trades

Total transactions:
10
New positions:
1
Sold out:
1
Added:
3
Reduced:
5
Held since:
2023 Q2
Held for:
9 quarters
Latest activity:
2025 Q3
According to 2026 Q2 report, John Armitage doesn't hold any GE Aerospace (GE) shares. To date, the estimated cost basis is nearly $116.98 for "buy" trades and estimated average "sell" price is $203.7. Egerton Capital first purchased GE in 2023 Q2, initially acquiring about 3.81M shares. Since the initial investment in GE Aerospace (GE), Egerton Capital has made 9 more transactions.

When did John Armitage sell GE Aerospace (GE)?

John Armitage sold off the entire GE Aerospace (GE) position in 2025 Q3.

When did John Armitage buy GE Aerospace (GE)?

John Armitage first invested in GE Aerospace (GE) in 2023 Q2 at the reported quarter-end price of $109.85 per share.

What's the cost basis of Egerton Capital's GE stake?

The estimated cost basis for GE Aerospace (GE) stake is around $116.98 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$116.98
Weighted AVG sell price:
$203.70

John Armitage's historical trades in GE Aerospace

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
0.00%
0
$257.39
-100% (-1,261,839)
-3.33%
2025 Q2
3.33%
1,261,839
$257.39
$324,784,740
-15.73% (-235,515)
-0.7%
2025 Q1
3.46%
1,497,354
$200.15
$299,695,403
-37.73% (-907,203)
-2.1%
2024 Q4
4.64%
2,404,557
$166.79
$401,056,062
+22.88% (+447,738)
+0.86%
2024 Q3
3.72%
1,956,819
$188.58
$369,016,927
-17.55% (-416,456)
-0.79%
2024 Q2
3.81%
2,373,275
$158.97
$377,279,527
-29.61% (-998,532)
-1.53%
2024 Q1
5.72%
3,371,807
$175.53
$591,853,283
-21.64% (-931,163)
-1.77%
2023 Q4
5.95%
4,302,970
$127.63
$549,188,061
+12.24% (+469,294)
+0.65%
2023 Q3
4.92%
3,833,676
$110.55
$423,812,882
+0.52% (+19,829)
+0.03%
2023 Q2
4.32%
3,813,847
$109.85
$418,951,093
new
+4.32%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.