Berman Capital Advisors’s General Dynamics GD Stock Holding History

Berman Capital Advisors’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 Q3	$156K	Buy	795 +397	+100%	+$77.7K	0.02%	327
2021 Q2	$74K	Buy	398 +279	+234%	+$52.6K	0.01%	451
2021 Q1	$21K	Sell	119 -6	-5%	-$980	﹤0.01%	770
2020 Q4	$18K	Buy	125 +4	+3%	+$585	﹤0.01%	700
2020 Q3	$15K	Hold	121	–	–	﹤0.01%	666
2020 Q2	$17K	Sell	121 -213	-64%	-$30.1K	﹤0.01%	593
2020 Q1	$42K	Sell	334 -32	-9%	-$5.32K	0.01%	322
2019 Q4	$64K	Sell	366 -10	-3%	-$1.79K	0.02%	281
2019 Q3	$68K	Sell	376 -54	-13%	-$10K	0.02%	260
2019 Q2	$77K	Buy	430 +102	+31%	+$17.6K	0.02%	245
2019 Q1	$55K	Sell	328 -157	-32%	-$26.5K	0.02%	263
2018 Q4	$75K	Buy	+485	New	+$86.9K	0.03%	211

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's GD Position: Q3 2021 in Review

Berman Capital Advisors increased its General Dynamics (GD) stake by 100% in Q3 2021, buying an estimated $77.7K and bringing the position to 795 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #327.

Berman Capital Advisors first reported a position in GD in Q4 2018 and has held it in 12 quarters since. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Berman Capital Advisors held 795 shares of General Dynamics worth $156K as of Q3 2021.
Berman Capital Advisors bought 397 General Dynamics shares in Q3 2021, an estimated $77.7K.
General Dynamics made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #327 holding.
Berman Capital Advisors first reported a position in General Dynamics in Q4 2018 and has held it in 12 quarters since.
1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.