Castleview Partners’s General Motors GM Stock Holding History

Castleview Partners’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 Q4	–	Sell	-2,680	Closed	-$120K	–	594
2024 Q3	$120K	Hold	2,680	–	–	0.07%	213
2024 Q2	$125K	Sell	2,680 -145	-5%	-$6.55K	0.07%	218
2024 Q1	$128K	Hold	2,825	–	–	0.07%	232
2023 Q4	$101K	Hold	2,825	–	–	0.07%	205
2023 Q3	$93.1K	Sell	2,825 -61	-2%	-$2.17K	0.09%	185
2023 Q2	$111K	Hold	2,886	–	–	0.1%	176
2023 Q1	$106K	Sell	2,886 -250	-8%	-$9.45K	0.09%	177
2022 Q4	$105K	Hold	3,136	–	–	0.1%	156
2022 Q3	$101K	Buy	3,136 +2,792	+812%	+$102K	0.1%	166
2022 Q2	$45.8K	Sell	344 -2,731	-89%	-$102K	0.04%	313
2022 Q1	$134K	Buy	+3,075	New	+$154K	0.08%	203
2021 Q2	$213K	Buy	+3,600	New	+$212K	0.09%	207
2018 Q1	$395K	Buy	+10,880	New	+$441K	0.33%	72

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's GM Position: Q4 2024 in Review

Castleview Partners sold out of General Motors (GM) in Q4 2024, closing a stake of 2,680 shares — an estimated $120K sold.

Castleview Partners first reported a position in GM in Q1 2018 and held it in 13 quarters. The position peaked at $395K in Q1 2018. 1,363 funds tracked by Wall St. Rank hold GM as of Q4 2024.

Castleview Partners reported no remaining General Motors position as of Q4 2024 after selling out during the quarter.
Castleview Partners sold 2,680 General Motors shares in Q4 2024, an estimated $120K.
Castleview Partners first reported a position in General Motors in Q1 2018 and held it in 13 quarters.
Castleview Partners's General Motors position peaked at $395K in Q1 2018.
1,363 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.