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Cedar Brook Financial Partners’s General Motors GM Stock Holding History

Cedar Brook Financial 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
2023
Q3 		– Sell
-5,576
Closed -$215K – 392
2023
Q2 		$215K Sell
5,576
-1,347
-19% -$46.6K 0.05% 366
2023
Q1 		$254K Buy
6,923
+367
+6% +$13.9K 0.07% 300
2022
Q4 		$221K Buy
6,556
+198
+3% +$7.32K 0.06% 330
2022
Q3 		$204K Buy
+6,358
New +$233K 0.07% 325
2022
Q2 		– Sell
-7,020
Closed -$307K – 367
2022
Q1 		$307K Buy
7,020
+1,988
+40% +$99.3K 0.08% 277
2021
Q4 		$295K Buy
5,032
+1,212
+32% +$70.8K 0.08% 282
2021
Q3 		$201K Sell
3,820
-1,467
-28% -$78K 0.06% 332
2021
Q2 		$313K Sell
5,287
-47
-0.9% -$2.76K 0.09% 259
2021
Q1 		$307K Sell
5,334
-1,409
-21% -$74.8K 0.11% 217
2020
Q4 		$281K Buy
+6,743
New +$262K 0.1% 228
2019
Q2 		– Sell
-6,827
Closed -$253K – 305
2019
Q1 		$253K Buy
6,827
+276
+4% +$10.5K 0.12% 223
2018
Q4 		$219K Buy
+6,551
New +$226K 0.13% 210

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cedar Brook Financial Partners's GM Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of General Motors (GM) in Q3 2023, closing a stake of 5,576 shares — an estimated $215K sold.

Cedar Brook Financial Partners first reported a position in GM in Q4 2018 and held it in 12 quarters. The position peaked at $313K in Q2 2021. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,576 General Motors shares in Q3 2023, an estimated $215K.
  • Cedar Brook Financial Partners first reported a position in General Motors in Q4 2018 and held it in 12 quarters.
  • Cedar Brook Financial Partners's General Motors position peaked at $313K in Q2 2021.
  • 1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.