LFR
GM icon

Lehman Financial Resources’s General Motors GM Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$2.18M Hold
64,685
– – 1.02% 22
2018
Q2 		$2.55M Sell
64,685
-53
-0.1% -$2.09K 1.28% 21
2018
Q1 		$2.35M Sell
64,738
-3,300
-5% -$134K 1.2% 21
2017
Q4 		$2.79M Buy
68,038
+385
+0.6% +$16.7K 1.45% 19
2017
Q3 		$2.73M Buy
67,653
+4,050
+6% +$148K 1.39% 26
2017
Q2 		$2.22M Sell
63,603
-400
-0.6% -$13.6K 1.25% 24
2017
Q1 		$2.26M Hold
64,003
– – 1.25% 24
2016
Q4 		$2.23M Buy
64,003
+2,800
+5% +$94.1K 1.27% 24
2016
Q3 		$1.94M Sell
61,203
-1,500
-2% -$46.8K 1.12% 27
2016
Q2 		$1.77M Sell
62,703
-2,000
-3% -$60.7K 0.89% 29
2016
Q1 		$2.03M Buy
+64,703
New +$1.95M 1.09% 27
2015
Q4 		– Sell
-4,803
Closed -$144K – 169
2015
Q3 		$144K Hold
4,803
– – 0.07% 69
2015
Q2 		$160K Hold
4,803
– – 0.08% 66
2015
Q1 		$180K Buy
4,803
+700
+17% +$25.5K 0.08% 65
2014
Q4 		$143K Buy
4,103
+1,001
+32% +$32K 0.07% 77
2014
Q3 		$99K Hold
3,102
– – 0.05% 93
2014
Q2 		$113K Buy
3,102
+258
+9% +$9K 0.05% 80
2014
Q1 		$98K Hold
2,844
– – 0.05% 94
2013
Q4 		$116K Buy
2,844
+1,544
+119% +$58.3K 0.07% 78
2013
Q3 		$47K Buy
+1,300
New +$46.6K 0.03% 124

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman Financial Resources's GM Position: Q3 2018 in Review

Lehman Financial Resources held its General Motors (GM) position steady in Q3 2018 at 64,685 shares worth $2.18M. The position accounts for 1.02% of the portfolio, ranked #22.

Lehman Financial Resources first reported a position in GM in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.79M in Q4 2017. 1,034 funds tracked by Wall St. Rank hold GM as of Q3 2018.

  • Lehman Financial Resources held 64,685 shares of General Motors worth $2.18M as of Q3 2018.
  • Lehman Financial Resources left its General Motors share count unchanged in Q3 2018.
  • General Motors made up 1.02% of Lehman Financial Resources's portfolio in Q3 2018, its #22 holding.
  • Lehman Financial Resources first reported a position in General Motors in Q3 2013 and has held it in 20 quarters since.
  • Lehman Financial Resources's General Motors position peaked at $2.79M in Q4 2017.
  • 1,034 funds tracked by Wall St. Rank held General Motors as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.