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Synergy Asset Management’s General Motors GM Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-427
Closed -$19.1K – 366
2024
Q4 		$19.1K Buy
+427
New +$22.4K ﹤0.01% 370
2022
Q2 		– Sell
-100,059
Closed -$4.38M – 104
2022
Q1 		$4.38M Buy
+100,059
New +$5M 1.05% 34
2021
Q3 		– Sell
-4,492
Closed -$266K – 109
2021
Q2 		$266K Buy
+4,492
New +$264K 0.07% 81

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's GM Position: Q1 2025 in Review

Synergy Asset Management sold out of General Motors (GM) in Q1 2025, closing a stake of 427 shares — an estimated $19.1K sold.

Synergy Asset Management first reported a position in GM in Q2 2021 and held it in 3 quarters. The position peaked at $4.38M in Q1 2022. 1,320 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Synergy Asset Management reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 427 General Motors shares in Q1 2025, an estimated $19.1K.
  • Synergy Asset Management first reported a position in General Motors in Q2 2021 and held it in 3 quarters.
  • Synergy Asset Management's General Motors position peaked at $4.38M in Q1 2022.
  • 1,320 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.