1834 Investment Advisors’s General Dynamics GD Stock Holding History

1834 Investment Advisors’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$33K	–	294
2022 Q2	$33K	Hold	150	–	–	﹤0.01%	300
2022 Q1	$36K	Hold	150	–	–	﹤0.01%	267
2021 Q4	$31K	Buy	150 +25	+20%	+$5.05K	﹤0.01%	294
2021 Q3	$25K	Buy	+125	New	+$24.5K	﹤0.01%	323
2019 Q1	–	Sell	-200	Closed	-$31K	–	415
2018 Q4	$31K	Hold	200	–	–	0.01%	298
2018 Q3	$41K	Hold	200	–	–	0.01%	291
2018 Q2	$37K	Hold	200	–	–	0.01%	294
2018 Q1	$44K	Hold	200	–	–	0.01%	286
2017 Q4	$41K	Buy	+200	New	+$40.9K	0.01%	301
2017 Q2	–	Sell	-2,200	Closed	-$412K	–	180
2017 Q1	$412K	Sell	2,200 -100	-4%	-$18.5K	0.08%	138
2016 Q4	$397K	Buy	2,300 +200	+10%	+$32.7K	0.08%	132
2016 Q3	$326K	Hold	2,100	–	–	0.07%	137
2016 Q2	$292K	Hold	2,100	–	–	0.06%	152
2016 Q1	$276K	Hold	2,100	–	–	0.06%	150
2015 Q4	$288K	Hold	2,100	–	–	0.07%	153
2015 Q3	$290K	Sell	2,100 -150	-7%	-$21.7K	0.07%	164
2015 Q2	$319K	Hold	2,250	–	–	0.09%	132
2015 Q1	$305K	Hold	2,250	–	–	0.08%	136
2014 Q4	$310K	Hold	2,250	–	–	0.09%	131
2014 Q3	$286K	Hold	2,250	–	–	0.08%	137
2014 Q2	$262K	Sell	2,250 -286	-11%	-$32.5K	0.07%	144
2014 Q1	$276K	Hold	2,536	–	–	0.08%	129
2013 Q4	$242K	Hold	2,536	–	–	0.07%	146
2013 Q3	$222K	Buy	+2,536	New	+$215K	0.07%	145

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1834 Investment Advisors's GD Position: Q3 2022 in Review

1834 Investment Advisors sold out of General Dynamics (GD) in Q3 2022, closing a stake of 150 shares — an estimated $33K sold.

1834 Investment Advisors first reported a position in GD in Q3 2013 and held it in 24 quarters. The position peaked at $412K in Q1 2017. 1,438 funds tracked by Wall St. Rank hold GD as of Q3 2022.

1834 Investment Advisors reported no remaining General Dynamics position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 150 General Dynamics shares in Q3 2022, an estimated $33K.
1834 Investment Advisors first reported a position in General Dynamics in Q3 2013 and held it in 24 quarters.
1834 Investment Advisors's General Dynamics position peaked at $412K in Q1 2017.
1,438 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.