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Institutional & Family Asset Management’s General Motors GM Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$4.51K Sell
97
-41
-30% -$1.85K ﹤0.01% 512
2024
Q1 		$6.26K Hold
138
– – ﹤0.01% 465
2023
Q4 		$4.96K Buy
138
+3
+2% +$93 ﹤0.01% 481
2023
Q3 		$4.45K Hold
135
– – ﹤0.01% 477
2023
Q2 		$5.21K Buy
135
+40
+42% +$1.38K ﹤0.01% 473
2023
Q1 		$3.48K Sell
95
-340
-78% -$12.9K ﹤0.01% 515
2022
Q4 		$14.6K Buy
435
+25
+6% +$924 ﹤0.01% 337
2022
Q3 		$13K Buy
410
+80
+24% +$2.94K ﹤0.01% 352
2022
Q2 		$10K Buy
330
+83
+34% +$3.11K ﹤0.01% 387
2022
Q1 		$11K Sell
247
-653
-73% -$32.6K ﹤0.01% 428
2021
Q4 		$53K Buy
900
+156
+21% +$9.11K 0.01% 260
2021
Q3 		$39K Sell
744
-2,000
-73% -$106K 0.01% 363
2021
Q2 		$162K Sell
2,744
-1
-0% -$59 0.03% 196
2021
Q1 		$158K Buy
2,745
+2,000
+268% +$106K 0.03% 211
2020
Q4 		$31K Buy
745
+614
+469% +$23.9K 0.01% 386
2020
Q3 		$4K Buy
+131
New +$3.68K ﹤0.01% 612
2020
Q2 		– Sell
-3
Closed – – 866
2020
Q1 		$0 Sell
3
-56
-95% -$1.71K ﹤0.01% 855
2019
Q4 		$2K Sell
59
-138
-70% -$5.01K ﹤0.01% 738
2019
Q3 		$7K Sell
197
-82
-29% -$3.15K ﹤0.01% 518
2019
Q2 		$11K Sell
279
-200
-42% -$7.5K ﹤0.01% 487
2019
Q1 		$18K Buy
479
+200
+72% +$7.6K ﹤0.01% 439
2018
Q4 		$9K Hold
279
– – ﹤0.01% 492
2018
Q3 		$9K Hold
279
– – ﹤0.01% 542
2018
Q2 		$11K Hold
279
– – ﹤0.01% 510
2018
Q1 		$10K Buy
+279
New +$11.3K ﹤0.01% 505

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's GM Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its General Motors (GM) stake by 30% in Q2 2024, selling an estimated $1.85K and leaving 97 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Institutional & Family Asset Management first reported a position in GM in Q1 2018 and has held it in 25 quarters since. The position peaked at $162K in Q2 2021. 1,304 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • Institutional & Family Asset Management held 97 shares of General Motors worth $4.51K as of Q2 2024.
  • Institutional & Family Asset Management sold 41 General Motors shares in Q2 2024, an estimated $1.85K.
  • General Motors made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #512 holding.
  • Institutional & Family Asset Management first reported a position in General Motors in Q1 2018 and has held it in 25 quarters since.
  • Institutional & Family Asset Management's General Motors position peaked at $162K in Q2 2021.
  • 1,304 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.