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Ategra Capital Management’s General Dynamics GD Stock Holding History

Ategra Capital Management’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
2021
Q1 		– Sell
-1,749
Closed -$260K – 107
2020
Q4 		$260K Buy
1,749
+13
+0.7% +$1.9K 0.18% 84
2020
Q3 		$240K Buy
1,736
+13
+0.8% +$1.92K 0.21% 77
2020
Q2 		$258K Buy
1,723
+15
+0.9% +$2.12K 0.25% 76
2020
Q1 		$226K Buy
1,708
+9
+0.5% +$1.5K 0.27% 69
2019
Q4 		$300K Buy
1,699
+9
+0.5% +$1.62K 0.25% 72
2019
Q3 		$309K Hold
1,690
– – 0.28% 73
2019
Q2 		$307K Sell
1,690
-100
-6% -$17.2K 0.29% 78
2019
Q1 		$303K Buy
+1,790
New +$302K 0.3% 75

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ategra Capital Management's GD Position: Q1 2021 in Review

Ategra Capital Management sold out of General Dynamics (GD) in Q1 2021, closing a stake of 1,749 shares — an estimated $260K sold.

Ategra Capital Management first reported a position in GD in Q1 2019 and held it in 8 quarters. The position peaked at $309K in Q3 2019. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Ategra Capital Management reported no remaining General Dynamics position as of Q1 2021 after selling out during the quarter.
  • Ategra Capital Management sold 1,749 General Dynamics shares in Q1 2021, an estimated $260K.
  • Ategra Capital Management first reported a position in General Dynamics in Q1 2019 and held it in 8 quarters.
  • Ategra Capital Management's General Dynamics position peaked at $309K in Q3 2019.
  • 1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Ategra Capital Management's 13F filing for Q1 2021, filed 14 Feb 2025.