Patten Group’s General Motors GM Stock Holding History

Patten 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
2022 Q1	–	Sell	-3,763	Closed	-$221K	–	262
2021 Q4	$221K	Buy	+3,763	New	+$220K	0.06%	249
2019 Q4	–	Sell	-6,803	Closed	-$255K	–	213
2019 Q3	$255K	Buy	6,803 +12	+0.2%	+$462	0.1%	177
2019 Q2	$262K	Buy	6,791 +1,168	+21%	+$43.8K	0.11%	177
2019 Q1	$209K	Buy	5,623 +1,294	+30%	+$49.1K	0.09%	186
2018 Q4	$145K	Buy	4,329 +609	+16%	+$21K	0.07%	193
2018 Q3	$125K	Sell	3,720 -240	-6%	-$8.84K	0.05%	230
2018 Q2	$156K	Sell	3,960 -600	-13%	-$23.6K	0.06%	209
2018 Q1	$166K	Hold	4,560	–	–	0.07%	203
2017 Q4	$187K	Sell	4,560 -550	-11%	-$23.9K	0.07%	197
2017 Q3	$206K	Sell	5,110 -150	-3%	-$5.48K	0.08%	189
2017 Q2	$186K	Hold	5,260	–	–	0.08%	201
2017 Q1	$177K	Buy	5,260 +50	+1%	+$1.83K	0.08%	186
2016 Q4	$193K	Sell	5,210 -600	-10%	-$20.2K	0.09%	179
2016 Q3	$183K	Hold	5,810	–	–	0.09%	178
2016 Q2	$164K	Buy	5,810 +3,110	+115%	+$94.4K	0.08%	183
2016 Q1	$84.9K	Buy	2,700 +1,000	+59%	+$30.1K	0.04%	248
2015 Q4	$57.8K	Buy	1,700 +525	+45%	+$18.2K	0.03%	290
2015 Q3	$35.3K	Buy	1,175 +500	+74%	+$15.3K	0.02%	311
2015 Q2	$22.5K	Buy	+675	New	+$24.1K	0.01%	367

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 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 Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return