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Pro Analysis

Trader Lebenthal, up 33% this year, sells out of General Motors on China penalty risk

Laborers work in the Qingdao branch of SAIC-GM-Wuling Automobile in Qingdao, China.
STR | AFP | Getty Images
Laborers work in the Qingdao branch of SAIC-GM-Wuling Automobile in Qingdao, China.

Trader Jim Lebenthal, whose "Halftime Report" model portfolio is up more than 30 percent this year, removed General Motors as one of this top holdings for the competition.

Here's why: