Essex Investment Management’s General Motors GM Stock Holding History

Essex Investment 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
2023 Q2	–	Sell	-29,276	Closed	-$1.07M	–	388
2023 Q1	$1.07M	Sell	29,276 -2,103	-7%	-$79.5K	0.16%	188
2022 Q4	$1.06M	Sell	31,379 -14,063	-31%	-$520K	0.16%	193
2022 Q3	$1.46M	Hold	45,442	–	–	0.23%	132
2022 Q2	$1.44M	Sell	45,442 -4,698	-9%	-$176K	0.23%	126
2022 Q1	$2.19M	Sell	50,140 -2,660	-5%	-$133K	0.27%	116
2021 Q4	$3.1M	Hold	52,800	–	–	0.35%	85
2021 Q3	$2.78M	Buy	52,800 +2,800	+6%	+$149K	0.34%	90
2021 Q2	$2.96M	Buy	50,000 +13,766	+38%	+$809K	0.34%	98
2021 Q1	$2.08M	Buy	+36,234	New	+$1.92M	0.25%	134
2014 Q1	–	Sell	-5,950	Closed	-$243K	–	356
2013 Q4	$243K	Buy	+5,950	New	+$225K	0.03%	331

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Essex Investment Management's GM Position: Q2 2023 in Review

Essex Investment Management sold out of General Motors (GM) in Q2 2023, closing a stake of 29,276 shares — an estimated $1.07M sold.

Essex Investment Management first reported a position in GM in Q4 2013 and held it in 10 quarters. The position peaked at $3.1M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold GM as of Q2 2023.

Essex Investment Management reported no remaining General Motors position as of Q2 2023 after selling out during the quarter.
Essex Investment Management sold 29,276 General Motors shares in Q2 2023, an estimated $1.07M.
Essex Investment Management first reported a position in General Motors in Q4 2013 and held it in 10 quarters.
Essex Investment Management's General Motors position peaked at $3.1M in Q4 2021.
1,245 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.