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Evercore Wealth Management’s General Motors GM Stock Holding History

Evercore 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
2022
Q4 		– Sell
-17,763
Closed -$570K – 400
2022
Q3 		$570K Sell
17,763
-3,673
-17% -$135K 0.01% 247
2022
Q2 		$681K Buy
21,436
+1,000
+5% +$37.5K 0.01% 241
2022
Q1 		$894K Buy
20,436
+11,575
+131% +$578K 0.02% 236
2021
Q4 		$520K Buy
8,861
+3,000
+51% +$175K 0.01% 278
2021
Q3 		$309K Buy
5,861
+100
+2% +$5.32K 0.01% 357
2021
Q2 		$341K Buy
+5,761
New +$339K 0.01% 344
2018
Q1 		– Sell
-3,000
Closed -$123K – 516
2017
Q4 		$123K Sell
3,000
-600
-17% -$26K ﹤0.01% 430
2017
Q3 		$146K Buy
3,600
+600
+20% +$21.9K 0.01% 405
2017
Q2 		$105K Sell
3,000
-9,325
-76% -$317K ﹤0.01% 458
2017
Q1 		$436K Buy
12,325
+6,431
+109% +$235K 0.02% 278
2016
Q4 		$205K Sell
5,894
-2,047
-26% -$68.8K 0.01% 361
2016
Q3 		$252K Sell
7,941
-1,625
-17% -$50.8K 0.01% 334
2016
Q2 		$270K Buy
9,566
+861
+10% +$26.1K 0.01% 315
2016
Q1 		$273K Buy
8,705
+1,253
+17% +$37.7K 0.01% 310
2015
Q4 		$253K Buy
7,452
+135
+2% +$4.69K 0.01% 336
2015
Q3 		$221K Hold
7,317
– – 0.01% 366
2015
Q2 		$242K Sell
7,317
-21
-0.3% -$749 0.01% 389
2015
Q1 		$275K Buy
7,338
+171
+2% +$6.22K 0.01% 369
2014
Q4 		$251K Buy
7,167
+1
+0% +$32 0.01% 324
2014
Q3 		$229K Hold
7,166
– – 0.01% 372
2014
Q2 		$259K Sell
7,166
-2,386
-25% -$83.2K 0.01% 353
2014
Q1 		$328K Buy
9,552
+6,287
+193% +$231K 0.02% 309
2013
Q4 		$133K Buy
3,265
+703
+27% +$26.6K 0.01% 416
2013
Q3 		$93K Sell
2,562
-19,914
-89% -$714K 0.01% 497
2013
Q2 		$748K Buy
+22,476
New +$712K 0.04% 235

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's GM Position: Q4 2022 in Review

Evercore Wealth Management sold out of General Motors (GM) in Q4 2022, closing a stake of 17,763 shares — an estimated $570K sold.

Evercore Wealth Management first reported a position in GM in Q2 2013 and held it in 25 quarters. The position peaked at $894K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • Evercore Wealth Management reported no remaining General Motors position as of Q4 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 17,763 General Motors shares in Q4 2022, an estimated $570K.
  • Evercore Wealth Management first reported a position in General Motors in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's General Motors position peaked at $894K in Q1 2022.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Evercore Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.