Marietta Wealth Management’s General Motors GM Stock Holding History

Marietta 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
2020 Q1	–	Sell	-10,562	Closed	-$387K	–	116
2019 Q4	$387K	Sell	10,562 -230	-2%	-$8.36K	0.13%	100
2019 Q3	$404K	Sell	10,792 -3,450	-24%	-$133K	0.15%	99
2019 Q2	$549K	Sell	14,242 -58	-0.4%	-$2.17K	0.21%	86
2019 Q1	$531K	Buy	14,300 +480	+3%	+$18.2K	0.22%	87
2018 Q4	$462K	Sell	13,820 -575	-4%	-$19.8K	0.22%	90
2018 Q3	$485K	Buy	14,395 +146	+1%	+$5.38K	0.21%	95
2018 Q2	$561K	Buy	14,249 +696	+5%	+$27.4K	0.27%	88
2018 Q1	$493K	Sell	13,553 -939	-6%	-$38.1K	0.26%	89
2017 Q4	$594K	Sell	14,492 -715	-5%	-$31K	0.32%	78
2017 Q3	$614K	Sell	15,207 -2,877	-16%	-$105K	0.34%	76
2017 Q2	$632K	Sell	18,084 -58	-0.3%	-$1.97K	0.38%	76
2017 Q1	$642K	Buy	18,142 +533	+3%	+$19.5K	0.43%	75
2016 Q4	$613K	Buy	+17,609	New	+$592K	0.49%	72

Other funds holding GM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return