AG
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Aperio Group’s General Dynamics GD Stock Holding History

Aperio Group’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
Q4 		$17M Sell
113,969
-823
-0.7% -$120K 0.05% 367
2020
Q3 		$15.9M Sell
114,792
-2,547
-2% -$376K 0.05% 336
2020
Q2 		$17.5M Sell
117,339
-14,296
-11% -$2.02M 0.06% 287
2020
Q1 		$17.4M Buy
131,635
+2,145
+2% +$356K 0.08% 251
2019
Q4 		$22.8M Sell
129,490
-8,561
-6% -$1.54M 0.08% 262
2019
Q3 		$25.2M Buy
138,051
+3,981
+3% +$739K 0.1% 222
2019
Q2 		$24.4M Buy
134,070
+4,225
+3% +$727K 0.1% 234
2019
Q1 		$22M Sell
129,845
-8,468
-6% -$1.43M 0.09% 241
2018
Q4 		$21.7M Sell
138,313
-51,467
-27% -$9.22M 0.11% 211
2018
Q3 		$38.9M Buy
189,780
+2,321
+1% +$454K 0.17% 131
2018
Q2 		$34.9M Sell
187,459
-5,314
-3% -$1.09M 0.17% 138
2018
Q1 		$42.6M Sell
192,773
-2,961
-2% -$644K 0.21% 102
2017
Q4 		$39.8M Buy
195,734
+3,445
+2% +$704K 0.2% 109
2017
Q3 		$39.5M Buy
192,289
+5,621
+3% +$1.13M 0.22% 95
2017
Q2 		$37M Buy
186,668
+6,181
+3% +$1.21M 0.23% 95
2017
Q1 		$33.8M Buy
180,487
+3,405
+2% +$629K 0.23% 95
2016
Q4 		$30.6M Buy
177,082
+32,594
+23% +$5.33M 0.23% 96
2016
Q3 		$22.4M Buy
144,488
+8,673
+6% +$1.29M 0.16% 147
2016
Q2 		$18.9M Buy
135,815
+19,563
+17% +$2.73M 0.15% 159
2016
Q1 		$15.3M Sell
116,252
-15,404
-12% -$2.04M 0.13% 180
2015
Q4 		$18.1M Sell
131,656
-2,754
-2% -$394K 0.17% 148
2015
Q3 		$18.5M Buy
134,410
+19,149
+17% +$2.77M 0.19% 126
2015
Q2 		$16.3M Buy
115,261
+8,692
+8% +$1.21M 0.17% 145
2015
Q1 		$14.5M Buy
106,569
+3,922
+4% +$538K 0.16% 146
2014
Q4 		$14.1M Buy
102,647
+637
+0.6% +$86.7K 0.17% 136
2014
Q3 		$13M Buy
102,010
+5,576
+6% +$677K 0.18% 148
2014
Q2 		$11.2M Buy
96,434
+675
+0.7% +$76.8K 0.16% 159
2014
Q1 		$10.4M Buy
+95,759
New +$9.92M 0.15% 164
2013
Q4 		– Sell
-86,465
Closed -$7.72M – 177
2013
Q3 		$7.57M Buy
86,465
+4,627
+6% +$393K 0.15% 161
2013
Q2 		$6.41M Buy
+81,838
New +$6.09M 0.15% 147

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group's GD Position: Q4 2020 in Review

Aperio Group reduced its General Dynamics (GD) stake by 0.72% in Q4 2020, selling an estimated $120K and leaving 113,969 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #367.

Aperio Group first reported a position in GD in Q2 2013 and has held it in 30 quarters since. The position peaked at $42.6M in Q1 2018. 1,227 funds tracked by Wall St. Rank hold GD as of Q4 2020.

  • Aperio Group held 113,969 shares of General Dynamics worth $17M as of Q4 2020.
  • Aperio Group sold 823 General Dynamics shares in Q4 2020, an estimated $120K.
  • General Dynamics made up 0.05% of Aperio Group's portfolio in Q4 2020, its #367 holding.
  • Aperio Group first reported a position in General Dynamics in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's General Dynamics position peaked at $42.6M in Q1 2018.
  • 1,227 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.