Cascade Investment Advisors’s General Motors GM Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-3,000	Closed	-$110K	–	149
2023 Q1	$110K	Buy	+3,000	New	+$113K	0.09%	116
2022 Q3	–	Sell	-3,000	Closed	-$95.3K	–	148
2022 Q2	$95.3K	Buy	3,000 +400	+15%	+$15K	0.07%	125
2022 Q1	$114K	Hold	2,600	–	–	0.07%	133
2021 Q4	$152K	Hold	2,600	–	–	0.09%	123
2021 Q3	$137K	Hold	2,600	–	–	0.09%	122
2021 Q2	$154K	Hold	2,600	–	–	0.1%	119
2021 Q1	$149K	Sell	2,600 -400	-13%	-$21.2K	0.1%	118
2020 Q4	$125K	Sell	3,000 -200	-6%	-$7.78K	0.09%	122
2020 Q3	$94.7K	Hold	3,200	–	–	0.08%	124
2020 Q2	$81K	Sell	3,200 -300	-9%	-$7.3K	0.08%	125
2020 Q1	$72.7K	Buy	3,500 +500	+17%	+$15.3K	0.08%	120
2019 Q4	$110K	Hold	3,000	–	–	0.08%	120
2019 Q3	$112K	Hold	3,000	–	–	0.09%	115
2019 Q2	$116K	Hold	3,000	–	–	0.1%	113
2019 Q1	$111K	Hold	3,000	–	–	0.1%	110
2018 Q4	$100K	Buy	+3,000	New	+$104K	0.1%	110

Other funds holding GM

BlackRock New York $5.72T 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cascade Investment Advisors's GM Position: Q2 2023 in Review

Cascade Investment Advisors sold out of General Motors (GM) in Q2 2023, closing a stake of 3,000 shares — an estimated $110K sold.

Cascade Investment Advisors first reported a position in GM in Q4 2018 and held it in 16 quarters. The position peaked at $154K in Q2 2021. 1,244 funds tracked by Wall St. Rank hold GM as of Q2 2023.

Cascade Investment Advisors reported no remaining General Motors position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 3,000 General Motors shares in Q2 2023, an estimated $110K.
Cascade Investment Advisors first reported a position in General Motors in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's General Motors position peaked at $154K in Q2 2021.
1,244 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.