Meritage Portfolio Management’s General Motors GM Stock Holding History

Meritage Portfolio 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
2022 Q1	–	Sell	-6,079	Closed	-$356K	–	355
2021 Q4	$356K	Sell	6,079 -233,360	-97%	-$13.6M	0.02%	243
2021 Q3	$12.6M	Buy	239,439 +105,002	+78%	+$5.58M	0.76%	32
2021 Q2	$7.96M	Buy	+134,437	New	+$7.9M	0.48%	58
2018 Q4	–	Sell	-55,955	Closed	-$1.88M	–	185
2018 Q3	$1.88M	Sell	55,955 -910	-2%	-$33.5K	0.17%	155
2018 Q2	$2.24M	Sell	56,865 -5,055	-8%	-$199K	0.22%	159
2018 Q1	$2.25M	Buy	+61,920	New	+$2.51M	0.22%	155

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Meritage Portfolio Management's GM Position: Q1 2022 in Review

Meritage Portfolio Management sold out of General Motors (GM) in Q1 2022, closing a stake of 6,079 shares — an estimated $356K sold.

Meritage Portfolio Management first reported a position in GM in Q1 2018 and held it in 6 quarters. The position peaked at $12.6M in Q3 2021. 1,339 funds tracked by Wall St. Rank hold GM as of Q1 2022.

Meritage Portfolio Management reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
Meritage Portfolio Management sold 6,079 General Motors shares in Q1 2022, an estimated $356K.
Meritage Portfolio Management first reported a position in General Motors in Q1 2018 and held it in 6 quarters.
Meritage Portfolio Management's General Motors position peaked at $12.6M in Q3 2021.
1,339 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Meritage Portfolio Management's 13F filing for Q1 2022, filed 25 Apr 2022.