L.J. Altfest & Co’s General Motors GM Stock Holding History

L.J. Altfest & Co’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
2020 Q1	–	Sell	-14,453	Closed	-$529K	–	211
2019 Q4	$529K	Buy	14,453 +7,897	+120%	+$287K	0.13%	105
2019 Q3	$246K	Sell	6,556 -28	-0.4%	-$1.08K	0.06%	160
2019 Q2	$254K	Buy	6,584 +106	+2%	+$3.97K	0.07%	158
2019 Q1	$240K	Sell	6,478 -282	-4%	-$10.7K	0.06%	163
2018 Q4	$226K	Sell	6,760 -160	-2%	-$5.52K	0.06%	134
2018 Q3	$233K	Sell	6,920 -210	-3%	-$7.74K	0.07%	157
2018 Q2	$281K	Sell	7,130 -490	-6%	-$19.3K	0.1%	136
2018 Q1	$277K	Buy	+7,620	New	+$309K	0.12%	135
2014 Q4	–	Sell	-37,227	Closed	-$1.26M	–	122
2014 Q3	$1.26M	Sell	37,227 -14	-0%	-$488	1.24%	39
2014 Q2	$1.39M	Sell	37,241 -204	-0.5%	-$7.11K	1.37%	32
2014 Q1	$1.2M	Sell	37,445 -532	-1%	-$19.5K	1.11%	41
2013 Q4	$1.55M	Buy	+37,977	New	+$1.43M	1.32%	21

Other funds holding GM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

L.J. Altfest & Co's GM Position: Q1 2018 in Review

L.J. Altfest & Co sold out of General Motors (GM) in Q1 2018, closing a stake of 8,293 shares — an estimated $336K sold.

L.J. Altfest & Co first reported a position in GM in Q4 2014 and held it in 13 quarters. The position peaked at $1.75M in Q1 2017. 1,066 funds tracked by Wall St. Rank hold GM as of Q1 2018.

L.J. Altfest & Co reported no remaining General Motors position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 8,293 General Motors shares in Q1 2018, an estimated $336K.
L.J. Altfest & Co first reported a position in General Motors in Q4 2014 and held it in 13 quarters.
L.J. Altfest & Co's General Motors position peaked at $1.75M in Q1 2017.
1,066 funds tracked by Wall St. Rank held General Motors as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.