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Berman Capital Advisors’s General Motors GM Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$513K Sell
9,768
-1,464
-13% -$77.8K 0.08% 129
2021
Q2 		$663K Sell
11,232
-574
-5% -$33.7K 0.11% 94
2021
Q1 		$677K Buy
11,806
+913
+8% +$48.5K 0.14% 74
2020
Q4 		$452K Buy
10,893
+181
+2% +$7.04K 0.11% 93
2020
Q3 		$316K Buy
10,712
+413
+4% +$11.6K 0.09% 96
2020
Q2 		$260K Sell
10,299
-2,979
-22% -$72.5K 0.07% 119
2020
Q1 		$274K Buy
13,278
+2,442
+23% +$74.6K 0.09% 92
2019
Q4 		$395K Sell
10,836
-415
-4% -$15.1K 0.11% 84
2019
Q3 		$420K Buy
11,251
+281
+3% +$10.8K 0.13% 78
2019
Q2 		$424K Buy
10,970
+363
+3% +$13.6K 0.13% 74
2019
Q1 		$393K Buy
10,607
+3,860
+57% +$147K 0.13% 76
2018
Q4 		$224K Buy
+6,747
New +$233K 0.09% 95
2018
Q3 		– Sell
-5,331
Closed -$214K – 113
2018
Q2 		$214K Buy
+5,331
New +$210K 0.07% 106

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's GM Position: Q3 2021 in Review

Berman Capital Advisors reduced its General Motors (GM) stake by 13% in Q3 2021, selling an estimated $77.8K and leaving 9,768 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #129.

Berman Capital Advisors first reported a position in GM in Q2 2018 and has held it in 13 quarters since. The position peaked at $677K in Q1 2021. 1,274 funds tracked by Wall St. Rank hold GM as of Q3 2021.

  • Berman Capital Advisors held 9,768 shares of General Motors worth $513K as of Q3 2021.
  • Berman Capital Advisors sold 1,464 General Motors shares in Q3 2021, an estimated $77.8K.
  • General Motors made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #129 holding.
  • Berman Capital Advisors first reported a position in General Motors in Q2 2018 and has held it in 13 quarters since.
  • Berman Capital Advisors's General Motors position peaked at $677K in Q1 2021.
  • 1,274 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.