Private Ocean’s General Motors GM Stock Holding History

Private Ocean’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
2024 Q2	$511	Buy	+11	New	+$497	﹤0.01%	572
2022 Q4	–	Sell	-2,697	Closed	-$86K	–	586
2022 Q3	$86K	Buy	2,697 +1	+0%	+$37	0.01%	170
2022 Q2	$85K	Buy	2,696 +696	+35%	+$26.1K	0.01%	166
2022 Q1	$87K	Hold	2,000	–	–	0.01%	182
2021 Q4	$117K	Hold	2,000	–	–	0.01%	171
2021 Q3	$105K	Buy	+2,000	New	+$106K	0.01%	175
2021 Q2	–	Sell	-625	Closed	-$36K	–	553
2021 Q1	$36K	Hold	625	–	–	0.01%	299
2020 Q4	$26K	Hold	625	–	–	0.01%	297
2020 Q3	$18K	Buy	+625	New	+$17.6K	﹤0.01%	323
2019 Q4	–	Sell	-816	Closed	-$31K	–	546
2019 Q3	$31K	Buy	+816	New	+$31.4K	0.01%	286
2018 Q3	–	Sell	-1	Closed	–	–	351
2018 Q2	$0	Sell	1 -85	-99%	-$3.35K	﹤0.01%	373
2018 Q1	$3K	Buy	86 +10	+13%	+$406	﹤0.01%	363
2017 Q4	$3K	Buy	+76	New	+$3.3K	﹤0.01%	317

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return