Squar Milner Financial Services’s General Motors GM Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-6,329	Closed	-$131K	–	400
2020 Q1	$131K	Buy	6,329 +271	+4%	+$8.28K	0.08%	219
2019 Q4	$221K	Buy	+6,058	New	+$220K	0.11%	186
2019 Q3	–	Sell	-6,926	Closed	-$267K	–	405
2019 Q2	$267K	Buy	6,926 +514	+8%	+$19.3K	0.18%	131
2019 Q1	$237K	Buy	6,412 +275	+4%	+$10.4K	0.17%	142
2018 Q4	$205K	Hold	6,137	–	–	0.2%	131
2018 Q3	$207K	Buy	6,137 +1,184	+24%	+$43.6K	0.19%	148
2018 Q2	$195K	Buy	+4,953	New	+$195K	0.17%	163
2018 Q1	–	Sell	-4,897	Closed	-$211K	–	167
2017 Q4	$211K	Buy	+4,897	New	+$212K	0.26%	144

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Squar Milner Financial Services's GM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of General Motors (GM) in Q2 2020, closing a stake of 6,329 shares — an estimated $131K sold.

Squar Milner Financial Services first reported a position in GM in Q4 2017 and held it in 8 quarters. The position peaked at $267K in Q2 2019. 865 funds tracked by Wall St. Rank hold GM as of Q2 2020.

Squar Milner Financial Services reported no remaining General Motors position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,329 General Motors shares in Q2 2020, an estimated $131K.
Squar Milner Financial Services first reported a position in General Motors in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's General Motors position peaked at $267K in Q2 2019.
865 funds tracked by Wall St. Rank held General Motors as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.