BPB
GD icon

Badgley, Phelps & Bell’s General Dynamics GD Stock Holding History

Badgley, Phelps & Bell’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
2018
Q3 		– Sell
-5,600
Closed -$1.04M – 187
2018
Q2 		$1.04M Sell
5,600
-40,979
-88% -$8.39M 0.07% 116
2018
Q1 		$10.3M Buy
46,579
+1,201
+3% +$261K 0.68% 64
2017
Q4 		$9.23M Sell
45,378
-674
-1% -$138K 0.63% 72
2017
Q3 		$9.47M Buy
46,052
+598
+1% +$120K 0.7% 61
2017
Q2 		$9M Buy
45,454
+796
+2% +$156K 0.7% 63
2017
Q1 		$8.36M Buy
44,658
+1,273
+3% +$235K 0.68% 69
2016
Q4 		$7.49M Buy
43,385
+1,174
+3% +$192K 0.65% 73
2016
Q3 		$6.55M Buy
+42,211
New +$6.29M 0.58% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return