Whitney & Co’s General Motors GM Stock Holding History

Whitney & Co’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	-5,050	Closed	-$269K	–	134
2024 Q4	$269K	Sell	5,050 -300	-6%	-$15.7K	0.03%	109
2024 Q3	$240K	Sell	5,350 -200	-4%	-$9.27K	0.03%	117
2024 Q2	$258K	Sell	5,550 -400	-7%	-$18.1K	0.03%	109
2024 Q1	$270K	Hold	5,950	–	–	0.03%	111
2023 Q4	$214K	Sell	5,950 -500	-8%	-$15.5K	0.03%	119
2023 Q3	$213K	Sell	6,450 -600	-9%	-$21.3K	0.03%	118
2023 Q2	$272K	Hold	7,050	–	–	0.04%	107
2023 Q1	$259K	Buy	7,050 +200	+3%	+$7.56K	0.04%	109
2022 Q4	$230K	Sell	6,850 -2,100	-23%	-$77.6K	0.04%	114
2022 Q3	$287K	Hold	8,950	–	–	0.06%	109
2022 Q2	$284K	Buy	8,950 +200	+2%	+$7.5K	0.05%	104
2022 Q1	$383K	Hold	8,750	–	–	0.06%	103
2021 Q4	$513K	Hold	8,750	–	–	0.08%	92
2021 Q3	$461K	Sell	8,750 -100	-1%	-$5.32K	0.07%	90
2021 Q2	$524K	Buy	8,850 +200	+2%	+$11.8K	0.08%	89
2021 Q1	$497K	Buy	8,650 +4,650	+116%	+$247K	0.09%	86
2020 Q4	$208K	Buy	+4,000	New	+$155K	0.03%	118

Other funds holding GM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $74.9B 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return