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Equitable Trust’s General Motors GM Stock Holding History

Equitable Trust’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
2020
Q2 		– Sell
-13,300
Closed -$277K – 318
2020
Q1 		$277K Sell
13,300
-4,900
-27% -$150K 0.03% 262
2019
Q4 		$666K Sell
18,200
-65
-0.4% -$2.36K 0.07% 178
2019
Q3 		$684K Buy
18,265
+901
+5% +$34.7K 0.07% 172
2019
Q2 		$669K Buy
17,364
+14
+0.1% +$525 0.07% 172
2019
Q1 		$644K Buy
17,350
+300
+2% +$11.4K 0.07% 178
2018
Q4 		$571K Buy
17,050
+650
+4% +$22.4K 0.08% 174
2018
Q3 		$552K Buy
+16,400
New +$604K 0.06% 191

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Equitable Trust's GM Position: Q2 2020 in Review

Equitable Trust sold out of General Motors (GM) in Q2 2020, closing a stake of 13,300 shares — an estimated $277K sold.

Equitable Trust first reported a position in GM in Q3 2018 and held it in 7 quarters. The position peaked at $684K in Q3 2019. 864 funds tracked by Wall St. Rank hold GM as of Q2 2020.

  • Equitable Trust reported no remaining General Motors position as of Q2 2020 after selling out during the quarter.
  • Equitable Trust sold 13,300 General Motors shares in Q2 2020, an estimated $277K.
  • Equitable Trust first reported a position in General Motors in Q3 2018 and held it in 7 quarters.
  • Equitable Trust's General Motors position peaked at $684K in Q3 2019.
  • 864 funds tracked by Wall St. Rank held General Motors as of Q2 2020.

Based on Equitable Trust's 13F filing for Q2 2020, filed 18 Aug 2020.