Shepherd Kaplan Krochuk’s General Motors GM Stock Holding History

Shepherd Kaplan Krochuk’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
2021 Q2	–	Sell	-5,000	Closed	-$287K	–	197
2021 Q1	$287K	Sell	5,000 -5,000	-50%	-$266K	0.11%	129
2020 Q4	$416K	Buy	+10,000	New	+$389K	0.16%	103
2016 Q4	–	Sell	-9,763	Closed	-$310K	–	310
2016 Q3	$310K	Hold	9,763	–	–	0.07%	196
2016 Q2	$276K	Hold	9,763	–	–	0.07%	200
2016 Q1	$307K	Sell	9,763 -1,000	-9%	-$30.1K	0.1%	164
2015 Q4	$366K	Buy	+10,763	New	+$374K	0.11%	154

Other funds holding GM

BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

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

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

Geode Capital Management

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