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Sugarloaf Wealth Management’s General Motors GM Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$45.8K Sell
859
-1
-0.1% -$52 0.01% 304
2024
Q3 		$38.5K Hold
860
– – 0.01% 335
2024
Q2 		$39.9K Hold
860
– – 0.01% 316
2024
Q1 		$39K Sell
860
-322
-27% -$12.5K 0.01% 320
2023
Q4 		$42.4K Buy
1,182
+1
+0.1% +$31 0.01% 301
2023
Q3 		$38.9K Buy
1,181
+1
+0.1% +$36 0.01% 314
2023
Q2 		$45.5K Buy
1,180
+1
+0.1% +$35 0.01% 301
2023
Q1 		$43.3K Sell
1,179
-29
-2% -$1.1K 0.01% 310
2022
Q4 		$40.7K Buy
1,208
+30
+3% +$1.11K 0.01% 313
2022
Q3 		$38K Buy
1,178
+1
+0.1% +$37 0.01% 326
2022
Q2 		$37K Hold
1,177
– – 0.01% 336
2022
Q1 		$51K Hold
1,177
– – 0.01% 275
2021
Q4 		$69K Hold
1,177
– – 0.02% 246
2021
Q3 		$62K Hold
1,177
– – 0.02% 246
2021
Q2 		$70K Hold
1,177
– – 0.02% 231
2021
Q1 		$68 Sell
1,177
-500
-30% -$26.6K 0.02% 235
2020
Q4 		$70K Buy
1,677
+500
+42% +$19.4K 0.02% 215
2020
Q3 		$35K Sell
1,177
-44
-4% -$1.24K 0.01% 277
2020
Q2 		$31K Hold
1,221
– – 0.01% 296
2020
Q1 		$25K Buy
1,221
+8
+0.7% +$244 0.01% 297
2019
Q4 		$44K Buy
+1,213
New +$44.1K 0.02% 265

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's GM Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its General Motors (GM) stake by 0.12% in Q4 2024, selling an estimated $52 and leaving 859 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Sugarloaf Wealth Management first reported a position in GM in Q4 2019 and has held it in 21 quarters since. The position peaked at $70K in Q2 2021. 1,359 funds tracked by Wall St. Rank hold GM as of Q4 2024.

  • Sugarloaf Wealth Management held 859 shares of General Motors worth $45.8K as of Q4 2024.
  • Sugarloaf Wealth Management sold 1 General Motors share in Q4 2024, an estimated $52.
  • General Motors made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #304 holding.
  • Sugarloaf Wealth Management first reported a position in General Motors in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's General Motors position peaked at $70K in Q2 2021.
  • 1,359 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.