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Lee Financial’s General Motors GM Stock Holding History

Lee Financial’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
Q1 		– Sell
-801
Closed -$28.8K – 431
2023
Q4 		$28.8K Buy
801
+89
+13% +$2.75K 0.01% 277
2023
Q3 		$23.5K Buy
712
+62
+10% +$2.2K ﹤0.01% 284
2023
Q2 		$25.1K Hold
650
– – ﹤0.01% 275
2023
Q1 		$23.8K Sell
650
-17
-3% -$643 ﹤0.01% 287
2022
Q4 		$22.4K Sell
667
-59
-8% -$2.18K ﹤0.01% 330
2022
Q3 		$23K Buy
726
+326
+82% +$12K ﹤0.01% 315
2022
Q2 		$13K Sell
400
-43
-10% -$1.61K ﹤0.01% 406
2022
Q1 		$19K Sell
443
-96
-18% -$4.79K ﹤0.01% 346
2021
Q4 		$31K Hold
539
– – 0.01% 308
2021
Q3 		$28K Buy
539
+509
+1,697% +$27.1K 0.01% 290
2021
Q2 		$2K Buy
+30
New +$1.76K ﹤0.01% 575
2020
Q3 		– Sell
-67
Closed -$2K – 543
2020
Q2 		$2K Sell
67
-314
-82% -$7.64K ﹤0.01% 487
2020
Q1 		$8K Hold
381
– – ﹤0.01% 327
2019
Q4 		$14K Hold
381
– – ﹤0.01% 299
2019
Q3 		$14K Hold
381
– – ﹤0.01% 290
2019
Q2 		$15K Buy
381
+314
+469% +$11.8K ﹤0.01% 293
2019
Q1 		$2K Buy
+67
New +$2.54K ﹤0.01% 477
2018
Q3 		– Sell
-700
Closed -$28K – 554
2018
Q2 		$28K Buy
700
+3
+0.4% +$118 0.01% 308
2018
Q1 		$25K Buy
697
+503
+259% +$20.4K 0.01% 324
2017
Q4 		$8K Buy
+194
New +$8.42K ﹤0.01% 372
2017
Q2 		– Sell
-329
Closed -$12K – 507
2017
Q1 		$12K Hold
329
– – ﹤0.01% 255
2016
Q4 		$11K Buy
+329
New +$11.1K 0.01% 273

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lee Financial's GM Position: Q1 2024 in Review

Lee Financial sold out of General Motors (GM) in Q1 2024, closing a stake of 801 shares — an estimated $28.8K sold.

Lee Financial first reported a position in GM in Q4 2016 and held it in 22 quarters. The position peaked at $31K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Lee Financial reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 801 General Motors shares in Q1 2024, an estimated $28.8K.
  • Lee Financial first reported a position in General Motors in Q4 2016 and held it in 22 quarters.
  • Lee Financial's General Motors position peaked at $31K in Q4 2021.
  • 1,270 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.