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Hurlow Wealth Management Group’s General Motors GM Stock Holding History

Hurlow Wealth Management Group’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
Q3 		– Sell
-5,442
Closed -$210K – 106
2023
Q2 		$210K Buy
+5,442
New +$188K 0.09% 105
2022
Q2 		– Sell
-5,383
Closed -$235K – 93
2022
Q1 		$235K Sell
5,383
-822
-13% -$41K 0.14% 84
2021
Q4 		$314K Hold
6,205
– – 0.25% 67
2021
Q3 		$327K Hold
6,205
– – 0.19% 71
2021
Q2 		$367K Sell
6,205
-38
-0.6% -$2.23K 0.24% 63
2021
Q1 		$359K Buy
6,243
+43
+0.7% +$2.28K 0.26% 66
2020
Q4 		$258K Buy
+6,200
New +$241K 0.2% 78

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hurlow Wealth Management Group's GM Position: Q3 2023 in Review

Hurlow Wealth Management Group sold out of General Motors (GM) in Q3 2023, closing a stake of 5,442 shares — an estimated $210K sold.

Hurlow Wealth Management Group first reported a position in GM in Q4 2020 and held it in 7 quarters. The position peaked at $367K in Q2 2021. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

  • Hurlow Wealth Management Group reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 5,442 General Motors shares in Q3 2023, an estimated $210K.
  • Hurlow Wealth Management Group first reported a position in General Motors in Q4 2020 and held it in 7 quarters.
  • Hurlow Wealth Management Group's General Motors position peaked at $367K in Q2 2021.
  • 1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2023, filed 11 Oct 2023.