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Caldwell & Orkin’s General Motors GM Stock Holding History

Caldwell & Orkin’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
2017
Q1 		– Sell
-24,600
Closed -$857K – 91
2016
Q4 		$857K Buy
+24,600
New +$827K 0.54% 63
2014
Q3 		– Sell
-100,500
Closed -$3.65M – 73
2014
Q2 		$3.65M Buy
+100,500
New +$3.5M 1.85% 20
2014
Q1 		– Sell
-164,885
Closed -$6.74M – 76
2013
Q4 		$6.74M Buy
164,885
+80,485
+95% +$3.04M 3.65% 3
2013
Q3 		$3.04M Buy
+84,400
New +$3.03M 1.78% 27

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caldwell & Orkin's GM Position: Q1 2017 in Review

Caldwell & Orkin sold out of General Motors (GM) in Q1 2017, closing a stake of 24,600 shares — an estimated $857K sold.

Caldwell & Orkin first reported a position in GM in Q3 2013 and held it in 4 quarters. The position peaked at $6.74M in Q4 2013. 977 funds tracked by Wall St. Rank hold GM as of Q1 2017.

  • Caldwell & Orkin reported no remaining General Motors position as of Q1 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 24,600 General Motors shares in Q1 2017, an estimated $857K.
  • Caldwell & Orkin first reported a position in General Motors in Q3 2013 and held it in 4 quarters.
  • Caldwell & Orkin's General Motors position peaked at $6.74M in Q4 2013.
  • 977 funds tracked by Wall St. Rank held General Motors as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.