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Palo Capital’s General Motors GM Stock Holding History

Palo Capital’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
2018
Q4 		$4.16M Sell
124,423
-7,137
-5% -$246K 1.77% 12
2018
Q3 		$4.43M Buy
131,560
+15,460
+13% +$570K 1.59% 17
2018
Q2 		$4.57M Sell
116,100
-1,028
-0.9% -$40.5K 1.66% 8
2018
Q1 		$4.26M Buy
117,128
+4,169
+4% +$169K 1.55% 14
2017
Q4 		$4.63M Buy
112,959
+10,178
+10% +$442K 2.07% 7
2017
Q3 		$4.15M Buy
102,781
+2,921
+3% +$107K 2.19% 7
2017
Q2 		$3.49M Buy
99,860
+1,022
+1% +$34.7K 1.97% 8
2017
Q1 		$3.5M Buy
98,838
+32,315
+49% +$1.18M 2.06% 6
2016
Q4 		$2.32M Buy
+66,523
New +$2.24M 1.46% 20

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Palo Capital's GM Position: Q4 2018 in Review

Palo Capital reduced its General Motors (GM) stake by 5.4% in Q4 2018, selling an estimated $246K and leaving 124,423 shares worth $4.16M. The position accounts for 1.77% of the portfolio, ranked #12.

Palo Capital first reported a position in GM in Q4 2016 and has held it in 9 quarters since. The position peaked at $4.63M in Q4 2017. 1,044 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Palo Capital held 124,423 shares of General Motors worth $4.16M as of Q4 2018.
  • Palo Capital sold 7,137 General Motors shares in Q4 2018, an estimated $246K.
  • General Motors made up 1.77% of Palo Capital's portfolio in Q4 2018, its #12 holding.
  • Palo Capital first reported a position in General Motors in Q4 2016 and has held it in 9 quarters since.
  • Palo Capital's General Motors position peaked at $4.63M in Q4 2017.
  • 1,044 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.