ARK Investment Management’s General Motors GM Stock Holding History

ARK Investment Management’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-293,043	Closed	-$9.66M	–	224
2023 Q3	$9.66M	Sell	293,043 -78,411	-21%	-$2.79M	0.07%	107
2023 Q2	$14.3M	Buy	371,454 +15,163	+4%	+$524K	0.09%	99
2023 Q1	$13.1M	Sell	356,291 -9,480	-3%	-$358K	0.09%	97
2022 Q4	$12.3M	Buy	365,771 +106,576	+41%	+$3.94M	0.11%	98
2022 Q3	$8.32M	Buy	259,195 +108,130	+72%	+$3.97M	0.06%	116
2022 Q2	$5.84M	Buy	+151,065	New	+$5.67M	0.03%	138
2020 Q1	–	Sell	-41,437	Closed	-$1.52M	–	212
2019 Q4	$1.52M	Sell	41,437 -892	-2%	-$32.4K	0.04%	109
2019 Q3	$1.59M	Sell	42,329 -3,120	-7%	-$120K	0.03%	114
2019 Q2	$1.75M	Sell	45,449 -445	-1%	-$16.7K	0.04%	100
2019 Q1	$1.7M	Sell	45,894 -4,285	-9%	-$163K	0.05%	89
2018 Q4	$1.68M	Sell	50,179 -30,682	-38%	-$1.06M	0.07%	87
2018 Q3	$2.72M	Sell	80,861 -5,870	-7%	-$216K	0.08%	86
2018 Q2	$3.42M	Sell	86,731 -6,676	-7%	-$263K	0.13%	72
2018 Q1	$3.39M	Sell	93,407 -23,354	-20%	-$947K	0.17%	67
2017 Q4	$4.79M	Buy	116,761 +96,244	+469%	+$4.18M	0.38%	54
2017 Q3	$828K	Buy	20,517 +3,690	+22%	+$135K	0.1%	98
2017 Q2	$588K	Sell	16,827 -8,637	-34%	-$293K	0.11%	78
2017 Q1	$900K	Buy	+25,464	New	+$931K	0.26%	51

Other funds holding GM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return