Dorchester Wealth Management’s General Motors GM Stock Holding History

Dorchester Wealth Management’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 Q3	–	Sell	-6,000	Closed	-$279K	–	166
2024 Q2	$279K	Hold	6,000	–	–	0.05%	130
2024 Q1	$272K	Hold	6,000	–	–	0.05%	140
2023 Q4	$216K	Buy	+6,000	New	+$186K	0.04%	145
2023 Q3	–	Sell	-6,300	Closed	-$243K	–	157
2023 Q2	$243K	Hold	6,300	–	–	0.05%	126
2023 Q1	$231K	Hold	6,300	–	–	0.05%	140
2022 Q4	$212K	Hold	6,300	–	–	0.05%	135
2022 Q3	$202K	Sell	6,300 -5,200	-45%	-$191K	0.04%	143
2022 Q2	$365K	Sell	11,500 -100	-0.9%	-$3.75K	0.07%	118
2022 Q1	$634K	Buy	11,600 +480	+4%	+$24K	0.1%	92
2021 Q4	$652K	Buy	11,120 +1,120	+11%	+$65.4K	0.13%	81
2021 Q3	$527K	Hold	10,000	–	–	0.13%	82
2021 Q2	$592K	Hold	10,000	–	–	0.14%	80
2021 Q1	$575K	Buy	+10,000	New	+$531K	0.14%	82

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dorchester Wealth Management's GM Position: Q3 2024 in Review

Dorchester Wealth Management sold out of General Motors (GM) in Q3 2024, closing a stake of 6,000 shares — an estimated $279K sold.

Dorchester Wealth Management first reported a position in GM in Q1 2021 and held it in 13 quarters. The position peaked at $652K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold GM as of Q3 2024.

Dorchester Wealth Management reported no remaining General Motors position as of Q3 2024 after selling out during the quarter.
Dorchester Wealth Management sold 6,000 General Motors shares in Q3 2024, an estimated $279K.
Dorchester Wealth Management first reported a position in General Motors in Q1 2021 and held it in 13 quarters.
Dorchester Wealth Management's General Motors position peaked at $652K in Q4 2021.
1,256 funds tracked by Wall St. Rank held General Motors as of Q3 2024.

Based on Dorchester Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.