Rational Advisors’s General Motors GM Stock Holding History

Rational Advisors’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 Q4	–	Sell	-479	Closed	-$14K	–	365
2020 Q3	$14K	Buy	479 +127	+36%	+$3.57K	0.01%	253
2020 Q2	$9K	Buy	+352	New	+$8.56K	﹤0.01%	373
2020 Q1	–	Sell	-3,779	Closed	-$138K	–	303
2019 Q4	$138K	Buy	3,779 +2,968	+366%	+$108K	0.06%	239
2019 Q3	$30K	Buy	811 +674	+492%	+$25.9K	0.01%	416
2019 Q2	$5K	Sell	137 -3,212	-96%	-$120K	﹤0.01%	517
2019 Q1	$124K	Buy	3,349 +3,268	+4,035%	+$124K	0.03%	242
2018 Q4	$3K	Sell	81 -215	-73%	-$7.42K	﹤0.01%	452
2018 Q3	$10K	Sell	296 -3,314	-92%	-$122K	﹤0.01%	394
2018 Q2	$142K	Sell	3,610 -1,593	-31%	-$62.7K	0.07%	217
2018 Q1	$189K	Buy	5,203 +2,903	+126%	+$118K	0.09%	229
2017 Q4	$94K	Sell	2,300 -5,700	-71%	-$247K	0.05%	220
2017 Q3	$323K	Buy	8,000 +100	+1%	+$3.65K	0.17%	130
2017 Q2	$276K	Buy	+7,900	New	+$268K	0.17%	150
2015 Q3	$1.14M	Buy	38,000 +18,500	+95%	+$567K	0.46%	87
2015 Q2	$650K	Buy	+19,500	New	+$696K	0.21%	122

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

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 $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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