Bartlett & Co’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $85K | Buy |
2,341
+46
| +2% | +$1.42K | ﹤0.01% | 599 |
|
|
2023
Q3 | $76K | Sell |
2,295
-197
| -8% | -$7K | ﹤0.01% | 579 |
|
|
2023
Q2 | $96K | Sell |
2,492
-1,226
| -33% | -$42.4K | ﹤0.01% | 552 |
|
|
2023
Q1 | $136K | Sell |
3,718
-194
| -5% | -$7.33K | ﹤0.01% | 429 |
|
|
2022
Q4 | $132K | Sell |
3,912
-19
| -0.5% | -$702 | ﹤0.01% | 436 |
|
|
2022
Q3 | $126K | Buy |
3,931
+231
| +6% | +$8.48K | ﹤0.01% | 431 |
|
|
2022
Q2 | $118K | Sell |
3,700
-300
| -8% | -$11.3K | ﹤0.01% | 439 |
|
|
2022
Q1 | $175K | Sell |
4,000
-387
| -9% | -$19.3K | ﹤0.01% | 402 |
|
|
2021
Q4 | $257K | Buy |
4,387
+3,387
| +339% | +$198K | ﹤0.01% | 367 |
|
|
2021
Q3 | $53K | Sell |
1,000
-58
| -5% | -$3.08K | ﹤0.01% | 503 |
|
|
2021
Q2 | $63K | Hold |
1,058
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $61K | Hold |
1,058
| – | – | ﹤0.01% | 503 |
|
|
2020
Q4 | $44K | Buy |
1,058
+57
| +6% | +$2.22K | ﹤0.01% | 541 |
|
|
2020
Q3 | $30K | Hold |
1,001
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $25K | Hold |
1,001
| – | – | ﹤0.01% | 586 |
|
|
2020
Q1 | $21K | Buy |
+1,001
| New | +$30.6K | ﹤0.01% | 577 |
|
|
2019
Q3 | $38K | Buy |
1,001
+1,000
| +100,000% | +$38.5K | ﹤0.01% | 576 |
|
|
2019
Q2 | $0 | Sell |
1
-495
| -100% | -$18.6K | ﹤0.01% | 762 |
|
|
2019
Q1 | $18K | Buy |
496
+25
| +5% | +$950 | ﹤0.01% | 526 |
|
|
2018
Q4 | $16K | Hold |
471
| – | – | ﹤0.01% | 537 |
|
|
2018
Q3 | $16K | Hold |
471
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $19K | Buy |
471
+423
| +881% | +$16.7K | ﹤0.01% | 529 |
|
|
2018
Q1 | $2K | Sell |
48
-3
| -6% | -$122 | ﹤0.01% | 693 |
|
|
2017
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 665 |
|
|
2017
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 673 |
|
|
2016
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 674 |
|
|
2016
Q3 | $2K | Sell |
51
-5
| -9% | -$156 | ﹤0.01% | 669 |
|
|
2016
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 696 |
|
|
2016
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 679 |
|
|
2015
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 710 |
|
|
2015
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 703 |
|
|
2015
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 708 |
|
|
2015
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 691 |
|
|
2014
Q4 | $2K | Buy |
56
+1
| +2% | +$32 | ﹤0.01% | 781 |
|
|
2014
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 676 |
|
|
2014
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 696 |
|
|
2014
Q1 | $2K | Sell |
55
-10
| -15% | -$367 | ﹤0.01% | 678 |
|
|
2013
Q4 | $3K | Buy |
65
+15
| +30% | +$567 | ﹤0.01% | 647 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$1.58K | ﹤0.01% | 698 |
|
Other funds holding GM
PI
Bartlett & Co's GM Position: Q4 2023 in Review
Bartlett & Co increased its General Motors (GM) stake by 2% in Q4 2023, buying an estimated $1.42K and bringing the position to 2,341 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #599.
Bartlett & Co first reported a position in GM in Q2 2013 and has held it in 42 quarters since. The position peaked at $257K in Q4 2021. 1,240 funds tracked by Wall St. Rank hold GM as of Q4 2023.
- Bartlett & Co held 2,341 shares of General Motors worth $85K as of Q4 2023.
- Bartlett & Co bought 46 General Motors shares in Q4 2023, an estimated $1.42K.
- General Motors made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #599 holding.
- Bartlett & Co first reported a position in General Motors in Q2 2013 and has held it in 42 quarters since.
- Bartlett & Co's General Motors position peaked at $257K in Q4 2021.
- 1,240 funds tracked by Wall St. Rank held General Motors as of Q4 2023.
Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.