Van Hulzen Asset Management’s General Motors GM Stock Holding History

Van Hulzen 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
2021 Q1	–	Sell	-5,628	Closed	-$234K	–	286
2020 Q4	$234K	Buy	+5,628	New	+$219K	0.04%	245
2018 Q1	–	Sell	-6,920	Closed	-$284K	–	216
2017 Q4	$284K	Sell	6,920 -134,800	-95%	-$5.85M	0.09%	160
2017 Q3	$5.72M	Buy	141,720 +7,100	+5%	+$259K	1.93%	9
2017 Q2	$4.7M	Buy	134,620 +38,200	+40%	+$1.3M	1.87%	15
2017 Q1	$3.41M	Buy	+96,420	New	+$3.53M	1.56%	22
2015 Q3	–	Sell	-30,935	Closed	-$1.03M	–	154
2015 Q2	$1.03M	Buy	30,935 +7,608	+33%	+$271K	0.56%	56
2015 Q1	$875K	Sell	23,327 -386	-2%	-$14K	0.54%	59
2014 Q4	$828K	Sell	23,713 -2,766	-10%	-$88.3K	0.57%	47
2014 Q3	$846K	Buy	26,479 +4,468	+20%	+$156K	0.86%	42
2014 Q2	$799K	Buy	+22,011	New	+$768K	0.69%	46

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Hulzen Asset Management's GM Position: Q1 2021 in Review

Van Hulzen Asset Management sold out of General Motors (GM) in Q1 2021, closing a stake of 5,628 shares — an estimated $234K sold.

Van Hulzen Asset Management first reported a position in GM in Q2 2014 and held it in 10 quarters. The position peaked at $5.72M in Q3 2017. 1,262 funds tracked by Wall St. Rank hold GM as of Q1 2021.

Van Hulzen Asset Management reported no remaining General Motors position as of Q1 2021 after selling out during the quarter.
Van Hulzen Asset Management sold 5,628 General Motors shares in Q1 2021, an estimated $234K.
Van Hulzen Asset Management first reported a position in General Motors in Q2 2014 and held it in 10 quarters.
Van Hulzen Asset Management's General Motors position peaked at $5.72M in Q3 2017.
1,262 funds tracked by Wall St. Rank held General Motors as of Q1 2021.

Based on Van Hulzen Asset Management's 13F filing for Q1 2021, filed 12 May 2021.