Montis Financial’s General Motors GM Stock Holding History

Montis Financial’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	-4,574	Closed	-$268K	–	73
2021 Q4	$268K	Buy	+4,574	New	+$267K	0.19%	63

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Montis Financial's GM Position: Q1 2022 in Review

Montis Financial sold out of General Motors (GM) in Q1 2022, closing a stake of 4,574 shares — an estimated $268K sold.

Montis Financial first reported a position in GM in Q4 2021 and held it in 1 quarter. The position peaked at $268K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold GM as of Q1 2022.

Montis Financial reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 4,574 General Motors shares in Q1 2022, an estimated $268K.
Montis Financial first reported a position in General Motors in Q4 2021 and held it in 1 quarter.
Montis Financial's General Motors position peaked at $268K in Q4 2021.
1,341 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.