AP
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Appleton Partners’s General Dynamics GD Stock Holding History

Appleton Partners’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
2024
Q1 		– Sell
-916
Closed -$238K – 279
2023
Q4 		$238K Sell
916
-10
-1% -$2.44K 0.02% 271
2023
Q3 		$205K Buy
+926
New +$205K 0.02% 283
2023
Q2 		– Sell
-904
Closed -$206K – 291
2023
Q1 		$206K Hold
904
– – 0.02% 289
2022
Q4 		$224K Buy
+904
New +$221K 0.02% 283
2022
Q3 		– Sell
-1,004
Closed -$222K – 298
2022
Q2 		$222K Sell
1,004
-20
-2% -$4.6K 0.02% 283
2022
Q1 		$247K Sell
1,024
-24
-2% -$5.33K 0.02% 279
2021
Q4 		$218K Buy
+1,048
New +$212K 0.02% 297

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Appleton Partners's GD Position: Q1 2024 in Review

Appleton Partners sold out of General Dynamics (GD) in Q1 2024, closing a stake of 916 shares — an estimated $238K sold.

Appleton Partners first reported a position in GD in Q4 2021 and held it in 7 quarters. The position peaked at $247K in Q1 2022. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Appleton Partners reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Appleton Partners sold 916 General Dynamics shares in Q1 2024, an estimated $238K.
  • Appleton Partners first reported a position in General Dynamics in Q4 2021 and held it in 7 quarters.
  • Appleton Partners's General Dynamics position peaked at $247K in Q1 2022.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.