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Wolff Financial Management’s General Motors GM Stock Holding History

Wolff Financial 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
2020
Q1 		– Sell
-8,487
Closed -$311K – 81
2019
Q4 		$311K Buy
8,487
+704
+9% +$25.6K 0.21% 70
2019
Q3 		$292K Buy
7,783
+1
+0% +$38 0.21% 66
2019
Q2 		$300K Sell
7,782
-40
-0.5% -$1.5K 0.23% 65
2019
Q1 		$290K Buy
7,822
+2
+0% +$76 0.24% 68
2018
Q4 		$262K Buy
+7,820
New +$270K 0.25% 67

Other funds holding GM

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wolff Financial Management's GM Position: Q1 2020 in Review

Wolff Financial Management sold out of General Motors (GM) in Q1 2020, closing a stake of 8,487 shares — an estimated $311K sold.

Wolff Financial Management first reported a position in GM in Q4 2018 and held it in 5 quarters. The position peaked at $311K in Q4 2019. 867 funds tracked by Wall St. Rank hold GM as of Q1 2020.

  • Wolff Financial Management reported no remaining General Motors position as of Q1 2020 after selling out during the quarter.
  • Wolff Financial Management sold 8,487 General Motors shares in Q1 2020, an estimated $311K.
  • Wolff Financial Management first reported a position in General Motors in Q4 2018 and held it in 5 quarters.
  • Wolff Financial Management's General Motors position peaked at $311K in Q4 2019.
  • 867 funds tracked by Wall St. Rank held General Motors as of Q1 2020.

Based on Wolff Financial Management's 13F filing for Q1 2020, filed 15 Apr 2020.