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	–	196
2021 Q1	$287K	Sell	5,000 -5,000	-50%	-$266K	0.11%	129
2020 Q4	$416K	Buy	+10,000	New	+$389K	0.15%	103
2016 Q4	–	Sell	-9,763	Closed	-$310K	–	308
2016 Q3	$310K	Hold	9,763	–	–	0.06%	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	0.1%	154

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shepherd Kaplan Krochuk's GM Position: Q2 2021 in Review

Shepherd Kaplan Krochuk sold out of General Motors (GM) in Q2 2021, closing a stake of 5,000 shares — an estimated $287K sold.

Shepherd Kaplan Krochuk first reported a position in GM in Q4 2015 and held it in 6 quarters. The position peaked at $416K in Q4 2020. 1,341 funds tracked by Wall St. Rank hold GM as of Q2 2021.

Shepherd Kaplan Krochuk reported no remaining General Motors position as of Q2 2021 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 5,000 General Motors shares in Q2 2021, an estimated $287K.
Shepherd Kaplan Krochuk first reported a position in General Motors in Q4 2015 and held it in 6 quarters.
Shepherd Kaplan Krochuk's General Motors position peaked at $416K in Q4 2020.
1,341 funds tracked by Wall St. Rank held General Motors as of Q2 2021.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2021, filed 10 Aug 2021.