LMCG Investments’s General Motors GM Stock Holding History

LMCG Investments’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 Q2	–	Sell	-61,293	Closed	-$2.88M	–	228
2025 Q1	$2.88M	Sell	61,293 -87,840	-59%	-$4.33M	0.19%	124
2024 Q4	$7.94M	Sell	149,133 -53,688	-26%	-$2.81M	0.49%	72
2024 Q3	$9.09M	Sell	202,821 -3,492	-2%	-$162K	0.55%	74
2024 Q2	$9.59M	Buy	206,313 +5,649	+3%	+$255K	0.56%	67
2024 Q1	$9.1M	Buy	200,664 +28,375	+16%	+$1.1M	0.54%	73
2023 Q4	$6.19M	Buy	172,289 +5,315	+3%	+$164K	0.38%	87
2023 Q3	$5.51M	Buy	166,974 +86,967	+109%	+$3.09M	0.37%	91
2023 Q2	$3.09M	Sell	80,007 -2,092	-3%	-$72.3K	0.2%	121
2023 Q1	$3.01M	Buy	82,099 +36,462	+80%	+$1.38M	0.2%	122
2022 Q4	$1.54M	Sell	45,637 -7,908	-15%	-$292K	0.11%	171
2022 Q3	$1.72M	Sell	53,545 -1,120	-2%	-$41.1K	0.13%	175
2022 Q2	$1.74M	Sell	54,665 -1,116	-2%	-$41.9K	0.12%	178
2022 Q1	$2.44M	Buy	+55,781	New	+$2.79M	0.14%	153

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

Harris Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return