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Karpas Strategies’s General Motors GM Stock Holding History

Karpas Strategies’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 		$569K Buy
12,238
+18
+0.1% +$813 0.18% 75
2024
Q1 		$554K Buy
12,220
+20
+0.2% +$775 0.17% 77
2023
Q4 		$438K Buy
12,200
+17
+0.1% +$526 0.14% 83
2023
Q3 		$402K Buy
12,183
+18
+0.1% +$640 0.15% 84
2023
Q2 		$469K Buy
12,165
+16
+0.1% +$553 0.16% 84
2023
Q1 		$446K Buy
12,149
+18
+0.1% +$681 0.16% 84
2022
Q4 		$408K Sell
12,131
-76,885
-86% -$2.84M 0.14% 86
2022
Q3 		$2.86M Buy
89,016
+133
+0.1% +$4.88K 1.08% 23
2022
Q2 		$2.82M Buy
88,883
+14,034
+19% +$526K 0.99% 29
2022
Q1 		$3.27M Buy
74,849
+4,115
+6% +$205K 1.03% 27
2021
Q4 		$4.15M Buy
70,734
+25,525
+56% +$1.49M 1.33% 20
2021
Q3 		$2.51M Buy
45,209
+10,275
+29% +$546K 0.83% 32
2021
Q2 		$2.07M Buy
+34,934
New +$2.05M 0.73% 34

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

Karpas Strategies's GM Position: Q2 2024 in Review

Karpas Strategies increased its General Motors (GM) stake by 0.15% in Q2 2024, buying an estimated $813 and bringing the position to 12,238 shares worth $569K. The position accounts for 0.18% of the portfolio, ranked #75.

Karpas Strategies first reported a position in GM in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.15M in Q4 2021. 1,304 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • Karpas Strategies held 12,238 shares of General Motors worth $569K as of Q2 2024.
  • Karpas Strategies bought 18 General Motors shares in Q2 2024, an estimated $813.
  • General Motors made up 0.18% of Karpas Strategies's portfolio in Q2 2024, its #75 holding.
  • Karpas Strategies first reported a position in General Motors in Q2 2021 and has held it in 13 quarters since.
  • Karpas Strategies's General Motors position peaked at $4.15M in Q4 2021.
  • 1,304 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.