Newfound Research’s General Motors GM Stock Holding History

Newfound Research’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 Q2	–	Sell	-10	Closed	–	–	104
2020 Q1	$0	Hold	10	–	–	﹤0.01%	132
2019 Q4	$0	Sell	10 -3	-23%	-$109	﹤0.01%	170
2019 Q3	$0	Hold	13	–	–	﹤0.01%	178
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	120
2019 Q1	$0	Hold	13	–	–	﹤0.01%	175
2018 Q4	$0	Sell	13 -1	-7%	-$35	﹤0.01%	162
2018 Q3	$0	Hold	14	–	–	﹤0.01%	195
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	131
2018 Q1	$0	Sell	14 -18	-56%	-$730	﹤0.01%	198
2017 Q4	$1K	Hold	32	–	–	﹤0.01%	138
2017 Q3	$1K	Hold	32	–	–	﹤0.01%	133
2017 Q2	$1K	Buy	32 +1	+3%	+$34	﹤0.01%	131
2017 Q1	$1K	Hold	31	–	–	﹤0.01%	130
2016 Q4	$1K	Hold	31	–	–	﹤0.01%	107
2016 Q3	$1K	Buy	31 +1	+3%	+$31	﹤0.01%	117
2016 Q2	$1K	Buy	+30	New	+$911	﹤0.01%	110

Other funds holding GM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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