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Buckingham Strategic Wealth’s General Motors GM Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$371K Buy
7,991
+1,525
+24% +$68.8K ﹤0.01% 539
2024
Q1 		$293K Sell
6,466
-1,302
-17% -$50.5K ﹤0.01% 595
2023
Q4 		$279K Buy
+7,768
New +$240K ﹤0.01% 585
2022
Q2 		– Sell
-4,824
Closed -$211K – 626
2022
Q1 		$211K Sell
4,824
-7
-0.1% -$350 ﹤0.01% 554
2021
Q4 		$283K Sell
4,831
-699
-13% -$40.8K 0.01% 490
2021
Q3 		$291K Sell
5,530
-108
-2% -$5.74K 0.01% 472
2021
Q2 		$334K Buy
5,638
+624
+12% +$36.7K 0.01% 445
2021
Q1 		$288K Buy
+5,014
New +$266K 0.01% 444
2020
Q4 		– Sell
-75,222
Closed -$2.23M – 551
2020
Q3 		$2.23M Buy
+75,222
New +$2.11M 0.17% 101
2020
Q2 		– Sell
-46,676
Closed -$970K – 429
2020
Q1 		$970K Buy
46,676
+35,943
+335% +$1.1M 0.09% 165
2019
Q4 		$393K Buy
10,733
+35
+0.3% +$1.27K 0.04% 292
2019
Q3 		$401K Buy
10,698
+380
+4% +$14.6K 0.04% 272
2019
Q2 		$398K Buy
10,318
+2,284
+28% +$85.6K 0.04% 281
2019
Q1 		$298K Sell
8,034
-504
-6% -$19.1K 0.04% 314
2018
Q4 		$286K Sell
8,538
-8,695
-50% -$300K 0.04% 276
2018
Q3 		$580K Buy
17,233
+8,155
+90% +$300K 0.09% 173
2018
Q2 		$358K Buy
+9,078
New +$357K 0.06% 237
2017
Q3 		– Sell
-6,949
Closed -$243K – 294
2017
Q2 		$243K Buy
6,949
+843
+14% +$28.6K 0.06% 251
2017
Q1 		$216K Sell
6,106
-1,000
-14% -$36.6K 0.06% 233
2016
Q4 		$248K Sell
7,106
-3,101
-30% -$104K 0.08% 189
2016
Q3 		$324K Buy
10,207
+1,152
+13% +$36K 0.11% 145
2016
Q2 		$256K Buy
9,055
+1,629
+22% +$49.4K 0.09% 177
2016
Q1 		$233K Buy
+7,426
New +$223K 0.08% 193

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's GM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its General Motors (GM) stake by 24% in Q2 2024, buying an estimated $68.8K and bringing the position to 7,991 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Buckingham Strategic Wealth first reported a position in GM in Q1 2016 and has held it in 23 quarters since. The position peaked at $2.23M in Q3 2020. 1,305 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • Buckingham Strategic Wealth held 7,991 shares of General Motors worth $371K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,525 General Motors shares in Q2 2024, an estimated $68.8K.
  • General Motors made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #539 holding.
  • Buckingham Strategic Wealth first reported a position in General Motors in Q1 2016 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's General Motors position peaked at $2.23M in Q3 2020.
  • 1,305 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.