Opus Investment Management’s General Motors GM Stock Holding History

Opus Investment 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
2020 Q2	–	Sell	-101,552	Closed	-$2.11M	–	89
2020 Q1	$2.11M	Hold	101,552	–	–	0.44%	63
2019 Q4	$3.72M	Hold	101,552	–	–	0.61%	52
2019 Q3	$3.81M	Buy	101,552 +13,052	+15%	+$502K	0.66%	45
2019 Q2	$3.41M	Hold	88,500	–	–	0.64%	46
2019 Q1	$3.28M	Hold	88,500	–	–	0.65%	48
2018 Q4	$2.96M	Hold	88,500	–	–	0.64%	49
2018 Q3	$2.98M	Buy	88,500 +13,500	+18%	+$497K	0.52%	60
2018 Q2	$2.96M	Hold	75,000	–	–	0.54%	56
2018 Q1	$2.73M	Hold	75,000	–	–	0.5%	55
2017 Q4	$3.07M	Hold	75,000	–	–	0.55%	53
2017 Q3	$3.03M	Hold	75,000	–	–	0.55%	54
2017 Q2	$2.62M	Hold	75,000	–	–	0.44%	61
2017 Q1	$2.65M	Hold	75,000	–	–	0.45%	64
2016 Q4	$2.61M	Hold	75,000	–	–	0.46%	64
2016 Q3	$2.38M	Buy	75,000 +45,000	+150%	+$1.41M	0.41%	64
2016 Q2	$849K	Buy	+30,000	New	+$911K	0.15%	70

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