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Rockbridge Investment Management’s General Motors GM Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-39
Closed -$1.4K – 323
2023
Q4 		$1.4K Buy
+39
New +$1.21K ﹤0.01% 573
2022
Q3 		– Sell
-34
Closed -$1.08K – 299
2022
Q2 		$1.08K Sell
34
-44
-56% -$1.65K ﹤0.01% 569
2022
Q1 		$3.35K Sell
78
-108
-58% -$5.39K ﹤0.01% 663
2021
Q4 		$11K Hold
186
– – ﹤0.01% 556
2021
Q3 		$10K Hold
186
– – ﹤0.01% 520
2021
Q2 		$11K Buy
186
+127
+215% +$7.46K ﹤0.01% 513
2021
Q1 		$3K Buy
59
+25
+74% +$1.33K ﹤0.01% 619
2020
Q4 		$1K Hold
34
– – ﹤0.01% 654
2020
Q3 		$1K Hold
34
– – ﹤0.01% 611
2020
Q2 		$1K Buy
+34
New +$827 ﹤0.01% 591

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockbridge Investment Management's GM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of General Motors (GM) in Q1 2024, closing a stake of 39 shares — an estimated $1.4K sold.

Rockbridge Investment Management first reported a position in GM in Q2 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 39 General Motors shares in Q1 2024, an estimated $1.4K.
  • Rockbridge Investment Management first reported a position in General Motors in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's General Motors position peaked at $11K in Q4 2021.
  • 1,269 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.