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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Marietta Wealth Management's GM Position: Q1 2020 in Review

Marietta Wealth Management sold out of General Motors (GM) in Q1 2020, closing a stake of 10,562 shares — an estimated $387K sold.

Marietta Wealth Management first reported a position in GM in Q4 2016 and held it in 13 quarters. The position peaked at $642K in Q1 2017. 868 funds tracked by Wall St. Rank hold GM as of Q1 2020.

  • Marietta Wealth Management reported no remaining General Motors position as of Q1 2020 after selling out during the quarter.
  • Marietta Wealth Management sold 10,562 General Motors shares in Q1 2020, an estimated $387K.
  • Marietta Wealth Management first reported a position in General Motors in Q4 2016 and held it in 13 quarters.
  • Marietta Wealth Management's General Motors position peaked at $642K in Q1 2017.
  • 868 funds tracked by Wall St. Rank held General Motors as of Q1 2020.

Based on Marietta Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.