Summit X LLC’s General Motors GM Stock Holding History

Summit X LLC’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	–	Sell	-4,768	Closed	-$222K	–	223
2024 Q3	$222K	Sell	4,768 -2,651	-36%	-$123K	0.05%	194
2024 Q2	$352K	Buy	7,419 +2,498	+51%	+$113K	0.08%	158
2024 Q1	$223K	Buy	+4,921	New	+$191K	0.06%	188
2023 Q3	–	Sell	-8,093	Closed	-$312K	–	225
2023 Q2	$312K	Buy	8,093 +468	+6%	+$16.2K	0.08%	210
2023 Q1	$278K	Buy	+7,625	New	+$288K	0.07%	220
2022 Q2	–	Sell	-15,618	Closed	-$686K	–	259
2022 Q1	$686K	Buy	15,618 +11,786	+308%	+$588K	0.17%	122
2021 Q4	$223K	Sell	3,832 -6,939	-64%	-$405K	0.05%	238
2021 Q3	$568K	Buy	+10,771	New	+$572K	0.14%	151
2017 Q4	–	Sell	-5,180	Closed	-$209K	–	182
2017 Q3	$209K	Buy	+5,180	New	+$189K	0.14%	168

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return