Security National Trust’s General Motors GM Stock Holding History

Security National Trust’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
2017 Q3	–	Sell	-199	Closed	-$7K	–	408
2017 Q2	$7K	Hold	199	–	–	﹤0.01%	379
2017 Q1	$7K	Hold	199	–	–	﹤0.01%	380
2016 Q4	$7K	Hold	199	–	–	﹤0.01%	386
2016 Q3	$6K	Hold	199	–	–	﹤0.01%	407
2016 Q2	$6K	Buy	+199	New	+$6.04K	﹤0.01%	402
2015 Q1	–	Sell	-770	Closed	-$27K	–	489
2014 Q4	$27K	Buy	770 +442	+135%	+$14.1K	0.01%	325
2014 Q3	$10K	Buy	328 +146	+80%	+$5.09K	﹤0.01%	410
2014 Q2	$7K	Hold	182	–	–	﹤0.01%	439
2014 Q1	$6K	Hold	182	–	–	﹤0.01%	448
2013 Q4	$7K	Hold	182	–	–	﹤0.01%	437
2013 Q3	$7K	Buy	+182	New	+$6.53K	﹤0.01%	418

Other funds holding GM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Capital World Investors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return