Advisory Research’s General Dynamics GD Stock Holding History

Advisory Research’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
2020 Q3	–	Sell	-5,445	Closed	-$814K	–	323
2020 Q2	$814K	Sell	5,445 -1,227	-18%	-$173K	0.07%	193
2020 Q1	$883K	Buy	6,672 +131	+2%	+$21.8K	0.06%	140
2019 Q4	$1.15M	Sell	6,541 -1,143	-15%	-$205K	0.05%	173
2019 Q3	$1.4M	Sell	7,684 -113	-1%	-$21K	0.07%	149
2019 Q2	$1.42M	Buy	7,797 +379	+5%	+$65.2K	0.03%	219
2019 Q1	$1.26M	Sell	7,418 -107	-1%	-$18K	0.02%	224
2018 Q4	$1.18M	Buy	7,525 +13	+0.2%	+$2.33K	0.03%	220
2018 Q3	$1.54M	Sell	7,512 -415	-5%	-$81.2K	0.03%	225
2018 Q2	$1.48M	Sell	7,927 -168,976	-96%	-$34.6M	0.02%	232
2018 Q1	$39.1M	Buy	176,903 +87,621	+98%	+$19.1M	0.7%	44
2017 Q4	$18.2M	Buy	89,282 +1,478	+2%	+$302K	0.3%	89
2017 Q3	$18.1M	Buy	87,804 +24,358	+38%	+$4.88M	0.29%	89
2017 Q2	$12.6M	Buy	63,446 +39,448	+164%	+$7.73M	0.2%	108
2017 Q1	$4.49M	Buy	+23,998	New	+$4.44M	0.07%	176
2014 Q2	–	Sell	-630	Closed	-$69K	–	459
2014 Q1	$69K	Buy	+630	New	+$65.2K	﹤0.01%	562

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Advisory Research's GD Position: Q3 2020 in Review

Advisory Research sold out of General Dynamics (GD) in Q3 2020, closing a stake of 5,445 shares — an estimated $814K sold.

Advisory Research first reported a position in GD in Q1 2014 and held it in 15 quarters. The position peaked at $39.1M in Q1 2018. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Advisory Research reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
Advisory Research sold 5,445 General Dynamics shares in Q3 2020, an estimated $814K.
Advisory Research first reported a position in General Dynamics in Q1 2014 and held it in 15 quarters.
Advisory Research's General Dynamics position peaked at $39.1M in Q1 2018.
1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.