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Sweet Financial Partners’s General Motors GM Stock Holding History

Sweet Financial Partners’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
Q3 		$481K Hold
10,730
– – 0.1% 128
2024
Q2 		$499K Sell
10,730
-1,885
-15% -$85.1K 0.11% 122
2024
Q1 		$572K Hold
12,615
– – 0.13% 116
2023
Q4 		$453K Hold
12,615
– – 0.11% 128
2023
Q3 		$416K Hold
12,615
– – 0.11% 119
2023
Q2 		$486K Sell
12,615
-1,495
-11% -$51.7K 0.13% 112
2023
Q1 		$518K Hold
14,110
– – 0.14% 103
2022
Q4 		$475K Buy
14,110
+75
+0.5% +$2.77K 0.14% 108
2022
Q3 		$450K Buy
14,035
+1,495
+12% +$54.9K 0.14% 98
2022
Q2 		$398K Sell
12,540
-81
-0.6% -$3.04K 0.12% 108
2022
Q1 		$552K Buy
12,621
+2,985
+31% +$149K 0.15% 86
2021
Q4 		$565K Buy
+9,636
New +$563K 0.23% 61

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return