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Lenox Wealth Management’s General Motors GM Stock Holding History

Lenox Wealth Management’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
2019
Q4 		– Sell
-35
Closed -$1K – 722
2019
Q3 		$1K Hold
35
– – ﹤0.01% 666
2019
Q2 		$1K Hold
35
– – ﹤0.01% 644
2019
Q1 		$1K Sell
35
-215
-86% -$8.17K ﹤0.01% 650
2018
Q4 		$4K Buy
+250
New +$8.63K ﹤0.01% 491
2014
Q2 		– Sell
-532
Closed -$18K – 167
2014
Q1 		$18K Sell
532
-174
-25% -$6.39K 0.01% 122
2013
Q4 		$29K Buy
+706
New +$26.7K 0.02% 108

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lenox Wealth Management's GM Position: Q4 2019 in Review

Lenox Wealth Management sold out of General Motors (GM) in Q4 2019, closing a stake of 35 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in GM in Q4 2013 and held it in 6 quarters. The position peaked at $29K in Q4 2013. 1,052 funds tracked by Wall St. Rank hold GM as of Q4 2019.

  • Lenox Wealth Management reported no remaining General Motors position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 35 General Motors shares in Q4 2019, an estimated $1K.
  • Lenox Wealth Management first reported a position in General Motors in Q4 2013 and held it in 6 quarters.
  • Lenox Wealth Management's General Motors position peaked at $29K in Q4 2013.
  • 1,052 funds tracked by Wall St. Rank held General Motors as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.