E&G Advisors’s General Motors GM Stock Holding History

E&G 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
2024 Q4	–	Sell	-15,669	Closed	-$700K	–	222
2024 Q3	$700K	Hold	15,669	–	–	0.19%	103
2024 Q2	$725K	Hold	15,669	–	–	0.21%	96
2024 Q1	$708K	Sell	15,669 -854	-5%	-$33.1K	0.22%	93
2023 Q4	$593K	Sell	16,523 -3,706	-18%	-$115K	0.21%	97
2023 Q3	$667K	Sell	20,229 -3,020	-13%	-$107K	0.24%	88
2023 Q2	$896K	Sell	23,249 -1,770	-7%	-$61.2K	0.31%	77
2023 Q1	$918K	Sell	25,019 -390	-2%	-$14.7K	0.34%	70
2022 Q4	$855K	Sell	25,409 -4,250	-14%	-$157K	0.32%	75
2022 Q3	$952K	Sell	29,659 -1,757	-6%	-$64.5K	0.35%	63
2022 Q2	$998K	Sell	31,416 -100	-0.3%	-$3.75K	0.34%	66
2022 Q1	$1.38M	Buy	31,516 +150	+0.5%	+$7.49K	0.38%	60
2021 Q4	$1.84M	Sell	31,366 -100	-0.3%	-$5.84K	0.46%	46
2021 Q3	$1.66M	Buy	+31,466	New	+$1.67M	0.45%	50
2021 Q2	–	Sell	-29,166	Closed	-$1.71M	–	45
2021 Q1	$1.68M	Sell	29,166 -525	-2%	-$27.9K	0.49%	44
2020 Q4	$1.24M	Buy	29,691 +4,060	+16%	+$158K	0.38%	57
2020 Q3	$758K	Buy	25,631 +2,300	+10%	+$64.6K	0.26%	74
2020 Q2	$590K	Sell	23,331 -200	-0.8%	-$4.87K	0.23%	83
2020 Q1	$489K	Sell	23,531 -9,500	-29%	-$290K	0.24%	82
2019 Q4	$1.21M	Hold	33,031	–	–	0.45%	50
2019 Q3	$1.24M	Buy	33,031 +4	+0%	+$154	0.5%	48
2019 Q2	$1.27M	Sell	33,027 -922	-3%	-$34.6K	0.54%	44
2019 Q1	$1.26M	Buy	33,949 +1,493	+5%	+$56.7K	0.55%	43
2018 Q4	$1.09M	Sell	32,456 -396	-1%	-$13.7K	0.49%	53
2018 Q3	$1.11M	Buy	32,852 +3,103	+10%	+$114K	0.42%	61
2018 Q2	$1.17M	Sell	29,749 -1,997	-6%	-$78.6K	0.49%	40
2018 Q1	$1.15M	Sell	31,746 -5,697	-15%	-$231K	0.5%	43
2017 Q4	$1.53M	Sell	37,443 -2,683	-7%	-$116K	0.65%	37
2017 Q3	$1.62M	Buy	40,126 +2,000	+5%	+$73.1K	0.73%	36
2017 Q2	$1.33M	Sell	38,126 -2,050	-5%	-$69.6K	0.64%	36
2017 Q1	$1.42M	Buy	40,176 +4,500	+13%	+$165K	0.73%	35
2016 Q4	$1.24M	Sell	35,676 -14,790	-29%	-$497K	0.74%	33
2016 Q3	$1.6M	Sell	50,466 -22,788	-31%	-$712K	0.94%	21
2016 Q2	$2.07M	Sell	73,254 -200	-0.3%	-$6.07K	1.26%	16
2016 Q1	$2.31M	Sell	73,454 -3,328	-4%	-$100K	1.51%	17
2015 Q4	$2.61M	Sell	76,782 -145	-0.2%	-$5.04K	1.57%	17
2015 Q3	$2.31M	Hold	76,927	–	–	1.47%	19
2015 Q2	$2.56M	Buy	76,927 +2,436	+3%	+$86.9K	1.5%	16
2015 Q1	$2.79M	Buy	74,491 +800	+1%	+$29.1K	1.65%	14
2014 Q4	$2.57M	Sell	73,691 -3,214	-4%	-$103K	1.67%	13
2014 Q3	$2.46M	Buy	76,905 +620	+0.8%	+$21.6K	1.58%	15
2014 Q2	$2.77M	Buy	76,285 +4,550	+6%	+$159K	1.79%	12
2014 Q1	$2.47M	Buy	71,735 +9,352	+15%	+$343K	1.95%	10
2013 Q4	$2.55M	Buy	+62,383	New	+$2.36M	2.39%	7

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

E&G Advisors's GM Position: Q4 2024 in Review

E&G Advisors sold out of General Motors (GM) in Q4 2024, closing a stake of 15,669 shares — an estimated $700K sold.

E&G Advisors first reported a position in GM in Q4 2013 and held it in 43 quarters. The position peaked at $2.79M in Q1 2015. 1,360 funds tracked by Wall St. Rank hold GM as of Q4 2024.

E&G Advisors reported no remaining General Motors position as of Q4 2024 after selling out during the quarter.
E&G Advisors sold 15,669 General Motors shares in Q4 2024, an estimated $700K.
E&G Advisors first reported a position in General Motors in Q4 2013 and held it in 43 quarters.
E&G Advisors's General Motors position peaked at $2.79M in Q1 2015.
1,360 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on E&G Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.