NFG
GM icon

Next Financial Group’s General Motors GM Stock Holding History

Next Financial Group’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
Q4 		$554K Buy
9,445
+774
+9% +$45.2K 0.04% 502
2021
Q3 		$457K Sell
8,671
-499
-5% -$26.5K 0.04% 497
2021
Q2 		$542K Buy
9,170
+245
+3% +$14.4K 0.04% 431
2021
Q1 		$513K Buy
8,925
+7,063
+379% +$375K 0.05% 410
2020
Q4 		$78K Sell
1,862
-2,149
-54% -$83.5K 0.01% 1044
2020
Q3 		$119K Buy
+4,011
New +$113K 0.01% 790
2020
Q2 		– Sell
-1,989
Closed -$42K – 1102
2020
Q1 		$42K Sell
1,989
-463
-19% -$14.1K 0.01% 1041
2019
Q4 		$90K Sell
2,452
-1,857
-43% -$67.5K 0.01% 980
2019
Q3 		$161K Buy
4,309
+206
+5% +$7.92K 0.02% 745
2019
Q2 		$158K Sell
4,103
-4,837
-54% -$181K 0.02% 754
2019
Q1 		$332K Buy
8,940
+1,914
+27% +$72.7K 0.08% 233
2018
Q4 		$235K Sell
7,026
-9,888
-58% -$341K 0.05% 355
2018
Q3 		$570K Sell
16,914
-975
-5% -$35.9K 0.26% 81
2018
Q2 		$705K Sell
17,889
-1,256
-7% -$49.5K 0.27% 97
2018
Q1 		$696K Buy
19,145
+1,647
+9% +$66.8K 0.15% 165
2017
Q4 		$717K Sell
17,498
-2,871
-14% -$125K 0.31% 99
2017
Q3 		$935K Sell
20,369
-4,055
-17% -$148K 0.26% 93
2017
Q2 		$853K Sell
24,424
-1,009
-4% -$34.3K 0.21% 120
2017
Q1 		$881K Sell
25,433
-4,017
-14% -$147K 0.25% 95
2016
Q4 		$1.03M Sell
29,450
-2,292
-7% -$77K 0.18% 130
2016
Q3 		$1.01M Buy
31,742
+3,907
+14% +$122K 0.18% 130
2016
Q2 		$787K Buy
27,835
+11,559
+71% +$351K 0.25% 98
2016
Q1 		$511K Buy
16,276
+8,410
+107% +$253K 0.18% 127
2015
Q4 		$267K Buy
7,866
+452
+6% +$15.7K 0.1% 213
2015
Q3 		$222K Sell
7,414
-1,204
-14% -$36.9K 0.08% 258
2015
Q2 		$287K Buy
8,618
+1,428
+20% +$50.9K 0.1% 217
2015
Q1 		$269K Sell
7,190
-2,762
-28% -$100K 0.09% 251
2014
Q4 		$347K Sell
9,952
-6,137
-38% -$196K 0.12% 197
2014
Q3 		$514K Buy
16,089
+12,539
+353% +$437K 0.1% 229
2014
Q2 		$119K Buy
+3,550
New +$124K 0.06% 214

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's GM Position: Q4 2021 in Review

Next Financial Group increased its General Motors (GM) stake by 8.9% in Q4 2021, buying an estimated $45.2K and bringing the position to 9,445 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #502.

Next Financial Group first reported a position in GM in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.03M in Q4 2016. 1,466 funds tracked by Wall St. Rank hold GM as of Q4 2021.

  • Next Financial Group held 9,445 shares of General Motors worth $554K as of Q4 2021.
  • Next Financial Group bought 774 General Motors shares in Q4 2021, an estimated $45.2K.
  • General Motors made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #502 holding.
  • Next Financial Group first reported a position in General Motors in Q2 2014 and has held it in 30 quarters since.
  • Next Financial Group's General Motors position peaked at $1.03M in Q4 2016.
  • 1,466 funds tracked by Wall St. Rank held General Motors as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.