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Waddell & Reed Financial’s General Motors GM Stock Holding History

Waddell & Reed Financial’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
2019
Q3 		– Sell
-10,239
Closed -$395K – 478
2019
Q2 		$395K Buy
10,239
+330
+3% +$12.4K ﹤0.01% 462
2019
Q1 		$368K Buy
+9,909
New +$376K ﹤0.01% 480
2018
Q3 		– Sell
-9,813
Closed -$387K – 553
2018
Q2 		$387K Sell
9,813
-1,103
-10% -$43.4K ﹤0.01% 538
2018
Q1 		$397K Buy
10,916
+1,916
+21% +$77.7K ﹤0.01% 525
2017
Q4 		$369K Buy
+9,000
New +$390K ﹤0.01% 525

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Waddell & Reed Financial's GM Position: Q3 2019 in Review

Waddell & Reed Financial sold out of General Motors (GM) in Q3 2019, closing a stake of 10,239 shares — an estimated $395K sold.

Waddell & Reed Financial first reported a position in GM in Q4 2017 and held it in 5 quarters. The position peaked at $397K in Q1 2018. 1,017 funds tracked by Wall St. Rank hold GM as of Q3 2019.

  • Waddell & Reed Financial reported no remaining General Motors position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 10,239 General Motors shares in Q3 2019, an estimated $395K.
  • Waddell & Reed Financial first reported a position in General Motors in Q4 2017 and held it in 5 quarters.
  • Waddell & Reed Financial's General Motors position peaked at $397K in Q1 2018.
  • 1,017 funds tracked by Wall St. Rank held General Motors as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.