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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

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sweet Financial Partners's GM Position: Q3 2024 in Review

Sweet Financial Partners held its General Motors (GM) position steady in Q3 2024 at 10,730 shares worth $481K. The position accounts for 0.1% of the portfolio, ranked #128.

Sweet Financial Partners first reported a position in GM in Q4 2021 and has held it in 12 quarters since. The position peaked at $572K in Q1 2024. 1,257 funds tracked by Wall St. Rank hold GM as of Q3 2024.

  • Sweet Financial Partners held 10,730 shares of General Motors worth $481K as of Q3 2024.
  • Sweet Financial Partners left its General Motors share count unchanged in Q3 2024.
  • General Motors made up 0.1% of Sweet Financial Partners's portfolio in Q3 2024, its #128 holding.
  • Sweet Financial Partners first reported a position in General Motors in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's General Motors position peaked at $572K in Q1 2024.
  • 1,257 funds tracked by Wall St. Rank held General Motors as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.