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 Q1	–	Sell	-2,194	Closed	-$3.27M	–	115
2014 Q4	$3.27M	Sell	2,194 -103	-4%	-$3.29K	0.16%	48
2014 Q3	$2.73M	Sell	2,297 -333	-13%	-$11.6K	0.14%	48
2014 Q2	$4.41M	Sell	2,630 -660	-20%	-$23K	0.23%	43
2014 Q1	$4.8M	Sell	3,290 -3,499	-52%	-$128K	0.25%	49
2013 Q4	$7.91M	Buy	6,789 +2,251	+50%	+$85K	0.36%	39
2013 Q3	$7.3M	Buy	4,538 +109	+2%	+$3.91K	0.35%	40
2013 Q2	$6.21M	Buy	+4,429	New	+$140K	0.32%	38

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kovitz Investment Group's GM Position: Q4 2015 in Review

Kovitz Investment Group reduced its General Motors (GM) stake by 2.4% in Q4 2015, selling an estimated $1.54M and leaving 1,773,195 shares worth $60.3M. The position accounts for 3.71% of the portfolio, ranked #7.

Kovitz Investment Group first reported a position in GM in Q2 2013 and has held it in 11 quarters since. The position peaked at $70M in Q1 2015. 932 funds tracked by Wall St. Rank hold GM as of Q4 2015.

Kovitz Investment Group held 1,773,195 shares of General Motors worth $60.3M as of Q4 2015.
Kovitz Investment Group sold 44,259 General Motors shares in Q4 2015, an estimated $1.54M.
General Motors made up 3.71% of Kovitz Investment Group's portfolio in Q4 2015, its #7 holding.
Kovitz Investment Group first reported a position in General Motors in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's General Motors position peaked at $70M in Q1 2015.
932 funds tracked by Wall St. Rank held General Motors as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.