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Norris Financial Group’s General Motors GM Stock Holding History

Norris 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 		– Sell
-21,489
Closed -$1.13M – 91
2021
Q3 		$1.13M Sell
21,489
-4,980
-19% -$265K 0.75% 28
2021
Q2 		$1.57M Buy
26,469
+12,292
+87% +$722K 1.06% 27
2021
Q1 		$815K Buy
+14,177
New +$753K 0.6% 44

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norris Financial Group sold out of General Motors (GM) in Q4 2021, closing a stake of 21,489 shares — an estimated $1.13M sold.

Norris Financial Group first reported a position in GM in Q1 2021 and held it in 3 quarters. The position peaked at $1.57M in Q2 2021. 1,466 funds tracked by Wall St. Rank hold GM as of Q4 2021.

  • Norris Financial Group reported no remaining General Motors position as of Q4 2021 after selling out during the quarter.
  • Norris Financial Group sold 21,489 General Motors shares in Q4 2021, an estimated $1.13M.
  • Norris Financial Group first reported a position in General Motors in Q1 2021 and held it in 3 quarters.
  • Norris Financial Group's General Motors position peaked at $1.57M in Q2 2021.
  • 1,466 funds tracked by Wall St. Rank held General Motors as of Q4 2021.

Based on Norris Financial Group's 13F filing for Q4 2021, filed 20 May 2026.