Lion Street Advisors’s General Motors GM Stock Holding History

Lion Street Advisors’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
2025 Q3	$387K	Buy	+7,116	New	+$397K	0.13%	146
2025 Q1	–	Sell	-3,982	Closed	-$212K	–	275
2024 Q4	$212K	Sell	3,982 -1,775	-31%	-$93K	0.07%	250
2024 Q3	$258K	Sell	5,757 -3	-0.1%	-$139	0.09%	221
2024 Q2	$268K	Sell	5,760 -25	-0.4%	-$1.13K	0.1%	211
2024 Q1	$208K	Hold	5,785	–	–	0.08%	235
2023 Q4	$208K	Buy	+5,785	New	+$179K	0.09%	234
2023 Q3	–	Sell	-8,466	Closed	-$461K	–	273
2023 Q2	$461K	Buy	8,466 +2,501	+42%	+$86.5K	0.16%	134
2023 Q1	$219K	Buy	+5,965	New	+$226K	0.07%	218
2020 Q2	–	Sell	-198	Closed	-$4K	–	167
2020 Q1	$4K	Buy	+198	New	+$6.05K	0.02%	282

Other funds holding GM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital World Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return