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YHB Investment Advisors’s General Motors GM Stock Holding History

YHB Investment Advisors’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
2023
Q2 		– Sell
-15,682
Closed -$575K – 284
2023
Q1 		$575K Hold
15,682
– – 0.06% 179
2022
Q4 		$528K Sell
15,682
-10,524
-40% -$389K 0.06% 178
2022
Q3 		$841K Sell
26,206
-300
-1% -$11K 0.09% 151
2022
Q2 		$842K Sell
26,506
-9,225
-26% -$346K 0.09% 160
2022
Q1 		$1.56M Sell
35,731
-1,810
-5% -$90.4K 0.14% 133
2021
Q4 		$2.2M Sell
37,541
-237
-0.6% -$13.8K 0.17% 121
2021
Q3 		$1.99M Hold
37,778
– – 0.17% 119
2021
Q2 		$2.23M Sell
37,778
-12,334
-25% -$725K 0.19% 118
2021
Q1 		$2.94M Sell
50,112
-3,407
-6% -$181K 0.25% 100
2020
Q4 		$2.23M Buy
53,519
+100
+0.2% +$3.89K 0.21% 109
2020
Q3 		$1.58M Buy
53,419
+15,262
+40% +$429K 0.17% 118
2020
Q2 		$965K Sell
38,157
-4,800
-11% -$117K 0.14% 111
2020
Q1 		$893K Sell
42,957
-2,139
-5% -$65.3K 0.15% 105
2019
Q4 		$1.65M Sell
45,096
-54
-0.1% -$1.96K 0.24% 88
2019
Q3 		$1.69M Sell
45,150
-650
-1% -$25K 0.26% 88
2019
Q2 		$1.76M Sell
45,800
-15,575
-25% -$584K 0.28% 90
2019
Q1 		$2.28M Hold
61,375
– – 0.36% 80
2018
Q4 		$2.05M Sell
61,375
-3,300
-5% -$114K 0.37% 79
2018
Q3 		$2.18M Sell
64,675
-3,125
-5% -$115K 0.33% 84
2018
Q2 		$2.67M Hold
67,800
– – 0.44% 70
2018
Q1 		$2.46M Hold
67,800
– – 0.42% 76
2017
Q4 		$2.78M Hold
67,800
– – 0.47% 70
2017
Q3 		$2.74M Buy
67,800
+4,900
+8% +$179K 0.49% 69
2017
Q2 		$2.2M Buy
+62,900
New +$2.14M 0.38% 74

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

YHB Investment Advisors's GM Position: Q2 2023 in Review

YHB Investment Advisors sold out of General Motors (GM) in Q2 2023, closing a stake of 15,682 shares — an estimated $575K sold.

YHB Investment Advisors first reported a position in GM in Q2 2017 and held it in 24 quarters. The position peaked at $2.94M in Q1 2021. 1,244 funds tracked by Wall St. Rank hold GM as of Q2 2023.

  • YHB Investment Advisors reported no remaining General Motors position as of Q2 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 15,682 General Motors shares in Q2 2023, an estimated $575K.
  • YHB Investment Advisors first reported a position in General Motors in Q2 2017 and held it in 24 quarters.
  • YHB Investment Advisors's General Motors position peaked at $2.94M in Q1 2021.
  • 1,244 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on YHB Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.