Steward Financial Group’s General Motors GM Stock Holding History

Steward Financial Group’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
2023 Q3	$7K	Buy	+217	New	+$7.71K	﹤0.01%	492
2023 Q2	–	Sell	-392	Closed	-$14K	–	683
2023 Q1	$14K	Sell	392 -52	-12%	-$1.97K	﹤0.01%	161
2022 Q4	$14K	Buy	+444	New	+$16.4K	0.01%	128
2022 Q3	–	Sell	-140	Closed	-$4K	–	575
2022 Q2	$4K	Buy	+140	New	+$5.25K	﹤0.01%	382

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Financial Group's GM Position: Q3 2023 in Review

Steward Financial Group opened a new position in General Motors (GM) in Q3 2023: 217 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GM as recently as Q1 2023.

Steward Financial Group first reported a position in GM in Q2 2022 and has held it in 4 quarters since. The position peaked at $14K in Q1 2023. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

Steward Financial Group held 217 shares of General Motors worth $7K as of Q3 2023.
General Motors was a new Steward Financial Group position in Q3 2023.
General Motors made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #492 holding.
Steward Financial Group first reported a position in General Motors in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's General Motors position peaked at $14K in Q1 2023.
1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.