Wellesley Investment Partners’s General Motors GM Stock Holding History

Wellesley Investment 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
2019 Q2	–	Sell	-24,067	Closed	-$892K	–	117
2019 Q1	$892K	Sell	24,067 -4,407	-15%	-$167K	0.31%	56
2018 Q4	$952K	Sell	28,474 -862	-3%	-$29.7K	0.34%	49
2018 Q3	$987K	Buy	29,336 +4,116	+16%	+$152K	0.32%	55
2018 Q2	$993K	Buy	25,220 +1,709	+7%	+$67.3K	0.35%	53
2018 Q1	$854K	Buy	23,511 +973	+4%	+$39.5K	0.31%	60
2017 Q4	$923K	Buy	22,538 +1,651	+8%	+$71.6K	0.35%	56
2017 Q3	$843K	Sell	20,887 -1,730	-8%	-$63.2K	0.35%	53
2017 Q2	$790K	Buy	22,617 +2,585	+13%	+$87.8K	0.33%	61
2017 Q1	$708K	Buy	20,032 +3,006	+18%	+$110K	0.31%	61
2016 Q4	$593K	Buy	17,026 +1,050	+7%	+$35.3K	0.29%	61
2016 Q3	$507K	Buy	+15,976	New	+$499K	0.26%	64

Other funds holding GM

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

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Wellesley Investment Partners's GM Position: Q2 2019 in Review

Wellesley Investment Partners sold out of General Motors (GM) in Q2 2019, closing a stake of 24,067 shares — an estimated $892K sold.

Wellesley Investment Partners first reported a position in GM in Q3 2016 and held it in 11 quarters. The position peaked at $993K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold GM as of Q2 2019.

Wellesley Investment Partners reported no remaining General Motors position as of Q2 2019 after selling out during the quarter.
Wellesley Investment Partners sold 24,067 General Motors shares in Q2 2019, an estimated $892K.
Wellesley Investment Partners first reported a position in General Motors in Q3 2016 and held it in 11 quarters.
Wellesley Investment Partners's General Motors position peaked at $993K in Q2 2018.
1,013 funds tracked by Wall St. Rank held General Motors as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.