Lake Street Private Wealth’s General Motors GM Stock Holding History

Lake Street Private Wealth’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
2023 Q3	–	Sell	-6,139	Closed	-$237K	–	291
2023 Q2	$237K	Buy	6,139 +68	+1%	+$2.35K	0.04%	253
2023 Q1	$223K	Buy	+6,071	New	+$230K	0.04%	255
2022 Q4	–	Sell	-8,813	Closed	-$283K	–	284
2022 Q3	$283K	Sell	8,813 -1,726	-16%	-$63.3K	0.07%	224
2022 Q2	$335K	Sell	10,539 -7,207	-41%	-$270K	0.07%	221
2022 Q1	$776K	Buy	17,746 +1,221	+7%	+$61K	0.14%	146
2021 Q4	$969K	Buy	+16,525	New	+$965K	0.17%	133
2020 Q1	–	Sell	-16,115	Closed	-$590K	–	151
2019 Q4	$590K	Buy	16,115 +2,294	+17%	+$83.4K	0.23%	99
2019 Q3	$518K	Sell	13,821 -529	-4%	-$20.3K	0.24%	95
2019 Q2	$553K	Buy	14,350 +6,550	+84%	+$246K	0.33%	70
2019 Q1	$289K	Buy	+7,800	New	+$296K	0.2%	88

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Street Private Wealth's GM Position: Q3 2023 in Review

Lake Street Private Wealth sold out of General Motors (GM) in Q3 2023, closing a stake of 6,139 shares — an estimated $237K sold.

Lake Street Private Wealth first reported a position in GM in Q1 2019 and held it in 10 quarters. The position peaked at $969K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

Lake Street Private Wealth reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 6,139 General Motors shares in Q3 2023, an estimated $237K.
Lake Street Private Wealth first reported a position in General Motors in Q1 2019 and held it in 10 quarters.
Lake Street Private Wealth's General Motors position peaked at $969K in Q4 2021.
1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.