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Phoenix Financial’s General Motors GM Stock Holding History

Phoenix Financial’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
2023
Q3 		– Sell
-14,271
Closed -$552K – 340
2023
Q2 		$552K Buy
14,271
+3,848
+37% +$133K 0.01% 242
2023
Q1 		$384K Buy
10,423
+875
+9% +$33.1K 0.01% 227
2022
Q4 		$323K Sell
9,548
-3,310
-26% -$122K 0.01% 238
2022
Q3 		$429K Sell
12,858
-43,656
-77% -$1.6M 0.01% 255
2022
Q2 		$1.79M Sell
56,514
-687,076
-92% -$25.8M 0.04% 175
2022
Q1 		$32.5M Buy
743,590
+5,368
+0.7% +$268K 0.55% 55
2021
Q4 		$43.3M Sell
738,222
-93,382
-11% -$5.46M 0.71% 50
2021
Q3 		$43.8M Sell
831,604
-12,619
-1% -$671K 0.76% 45
2021
Q2 		$50M Sell
844,223
-7,067
-0.8% -$415K 0.95% 35
2021
Q1 		$48.9M Buy
851,290
+60,336
+8% +$3.2M 1.11% 21
2020
Q4 		$32.9M Buy
790,954
+48,353
+7% +$1.88M 0.88% 35
2020
Q3 		$20.7M Buy
742,601
+83,827
+13% +$2.36M 0.87% 41
2020
Q2 		$15.8M Buy
658,774
+220,050
+50% +$5.35M 0.67% 53
2020
Q1 		$8.9M Buy
438,724
+1,359
+0.3% +$41.5K 0.45% 73
2019
Q4 		$15.9M Sell
437,365
-11,248
-3% -$409K 0.66% 63
2019
Q3 		$16M Buy
+448,613
New +$17.3M 0.76% 59

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Financial's GM Position: Q3 2023 in Review

Phoenix Financial sold out of General Motors (GM) in Q3 2023, closing a stake of 14,271 shares — an estimated $552K sold.

Phoenix Financial first reported a position in GM in Q3 2019 and held it in 16 quarters. The position peaked at $50M in Q2 2021. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

  • Phoenix Financial reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 14,271 General Motors shares in Q3 2023, an estimated $552K.
  • Phoenix Financial first reported a position in General Motors in Q3 2019 and held it in 16 quarters.
  • Phoenix Financial's General Motors position peaked at $50M in Q2 2021.
  • 1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.