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Elmwood Wealth Management’s General Motors GM Stock Holding History

Elmwood 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
2019
Q3 		– Sell
-1,000
Closed -$39K – 266
2019
Q2 		$39K Hold
1,000
– – 0.03% 131
2019
Q1 		$37K Hold
1,000
– – 0.03% 131
2018
Q4 		$33K Buy
+1,000
New +$34.5K 0.03% 140

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Elmwood Wealth Management's GM Position: Q3 2019 in Review

Elmwood Wealth Management sold out of General Motors (GM) in Q3 2019, closing a stake of 1,000 shares — an estimated $39K sold.

Elmwood Wealth Management first reported a position in GM in Q4 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2019. 1,017 funds tracked by Wall St. Rank hold GM as of Q3 2019.

  • Elmwood Wealth Management reported no remaining General Motors position as of Q3 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,000 General Motors shares in Q3 2019, an estimated $39K.
  • Elmwood Wealth Management first reported a position in General Motors in Q4 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's General Motors position peaked at $39K in Q2 2019.
  • 1,017 funds tracked by Wall St. Rank held General Motors as of Q3 2019.

Based on Elmwood Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.