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UBS’s General Motors GM Stock Holding History

UBS’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
2014
Q3 		$18.4M Sell
574,500
-139,802
-20% -$4.87M 0.01% 1016
2014
Q2 		$25.9M Sell
714,302
-478,827
-40% -$16.7M 0.02% 734
2014
Q1 		$41.1M Sell
1,193,129
-2,293,571
-66% -$84.2M 0.04% 467
2013
Q4 		$143M Buy
3,486,700
+2,790,103
+401% +$105M 0.13% 166
2013
Q3 		$25.1M Sell
696,597
-727,603
-51% -$26.1M 0.03% 608
2013
Q2 		$47.4M Buy
+1,424,200
New +$45.1M 0.06% 330

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's GM Position: Q3 2014 in Review

UBS increased its General Motors (GM) stake by 16% in Q3 2014, buying an estimated $22M and bringing the position to 4,588,762 shares worth $147M. The position accounts for 0.11% of the portfolio, ranked #206.

UBS first reported a position in GM in Q2 2013 and has held it in 6 quarters since. The position peaked at $147M in Q4 2013. 797 funds tracked by Wall St. Rank hold GM as of Q3 2014.

  • UBS held 4,588,762 shares of General Motors worth $147M as of Q3 2014.
  • UBS bought 630,482 General Motors shares in Q3 2014, an estimated $22M.
  • General Motors made up 0.11% of UBS's portfolio in Q3 2014, its #206 holding.
  • UBS first reported a position in General Motors in Q2 2013 and has held it in 6 quarters since.
  • UBS's General Motors position peaked at $147M in Q4 2013.
  • 797 funds tracked by Wall St. Rank held General Motors as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.