AIA
GD icon

Avalon Investment & Advisory’s General Dynamics GD Stock Holding History

Avalon Investment & Advisory’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
2019
Q1 		– Sell
-3,545
Closed -$557K – 342
2018
Q4 		$557K Buy
3,545
+30
+0.9% +$5.38K 0.01% 261
2018
Q3 		$720K Hold
3,515
– – 0.02% 275
2018
Q2 		$655K Sell
3,515
-250
-7% -$51.2K 0.02% 287
2018
Q1 		$832K Sell
3,765
-411
-10% -$89.4K 0.03% 275
2017
Q4 		$850K Buy
4,176
+436
+12% +$89.1K 0.03% 272
2017
Q3 		$769K Sell
3,740
-37,293
-91% -$7.47M 0.02% 282
2017
Q2 		$8.13M Buy
41,033
+1,912
+5% +$375K 0.27% 124
2017
Q1 		$7.32M Buy
+39,121
New +$7.23M 0.25% 125

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return