Mid Atlantic Financial Management’s General Motors GM Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$600K	Sell	11,391 -5,083	-31%	-$270K	0.04%	403
2021 Q2	$975K	Sell	16,474 -847	-5%	-$49.8K	0.07%	259
2021 Q1	$995K	Buy	17,321 +8,258	+91%	+$439K	0.07%	241
2020 Q4	$377K	Buy	9,063 +3,622	+67%	+$141K	0.03%	491
2020 Q3	$212K	Sell	5,441 -7,166	-57%	-$201K	0.02%	639
2020 Q2	$319K	Sell	12,607 -26,255	-68%	-$639K	0.03%	464
2020 Q1	$808K	Buy	38,862 +9,565	+33%	+$292K	0.09%	205
2019 Q4	$1.07M	Buy	29,297 +2,622	+10%	+$95.3K	0.1%	201
2019 Q3	$1M	Sell	26,675 -4,990	-16%	-$192K	0.11%	194
2019 Q2	$1.22M	Buy	31,665 +2,530	+9%	+$94.9K	0.13%	151
2019 Q1	$1.08M	Buy	29,135 +780	+3%	+$29.6K	0.12%	168
2018 Q4	$948K	Buy	+28,355	New	+$979K	0.12%	165

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mid Atlantic Financial Management's GM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its General Motors (GM) stake by 31% in Q3 2021, selling an estimated $270K and leaving 11,391 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #403.

Mid Atlantic Financial Management first reported a position in GM in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.22M in Q2 2019. 1,273 funds tracked by Wall St. Rank hold GM as of Q3 2021.

Mid Atlantic Financial Management held 11,391 shares of General Motors worth $600K as of Q3 2021.
Mid Atlantic Financial Management sold 5,083 General Motors shares in Q3 2021, an estimated $270K.
General Motors made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #403 holding.
Mid Atlantic Financial Management first reported a position in General Motors in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's General Motors position peaked at $1.22M in Q2 2019.
1,273 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.