KIG
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Kovitz Investment Group’s General Motors GM Stock Holding History

Kovitz Investment 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
2015
Q4 		$60.3M Sell
1,773,195
-44,259
-2% -$1.54M 3.71% 7
2015
Q3 		$54.6M Buy
1,817,454
+11,054
+0.6% +$339K 3.18% 10
2015
Q2 		$60.2M Sell
1,806,400
-59,698
-3% -$2.13M 3.34% 7
2015
Q1 		$70M Buy
1,866,098
+166,372
+10% +$6.05M 3.84% 7
2014
Q4 		$59.3M Buy
1,699,726
+76,002
+5% +$2.43M 2.92% 13
2014
Q3 		$51.8M Buy
1,623,724
+411,112
+34% +$14.3M 2.66% 18
2014
Q2 		$44M Buy
1,212,612
+353,865
+41% +$12.3M 2.29% 23
2014
Q1 		$25.1M Sell
858,747
-3,760
-0.4% -$138K 1.29% 33
2013
Q4 		$35.3M Buy
862,507
+3,115
+0.4% +$118K 1.61% 29
2013
Q3 		$30.9M Buy
859,392
+30,310
+4% +$1.09M 1.5% 32
2013
Q2 		$27.6M Buy
+829,082
New +$26.3M 1.42% 33

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return