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Biltmore Family Office’s General Dynamics GD Stock Holding History

Biltmore Family Office’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
2020
Q4 		– Sell
-2,250
Closed -$311K – 189
2020
Q3 		$311K Hold
2,250
– – 0.17% 108
2020
Q2 		$336K Sell
2,250
-109
-5% -$15.4K 0.2% 102
2020
Q1 		$312K Sell
2,359
-99
-4% -$16.4K 0.21% 108
2019
Q4 		$434K Buy
2,458
+1
+0% +$180 0.17% 109
2019
Q3 		$449K Buy
2,457
+1,001
+69% +$186K 0.19% 101
2019
Q2 		$265K Hold
1,456
– – 0.14% 121
2019
Q1 		$246K Hold
1,456
– – 0.12% 131
2018
Q4 		$229K Buy
1,456
+206
+16% +$36.9K 0.13% 129
2018
Q3 		$256K Hold
1,250
– – 0.12% 131
2018
Q2 		$233K Sell
1,250
-700
-36% -$143K 0.12% 134
2018
Q1 		$431K Buy
1,950
+750
+63% +$163K 0.19% 110
2017
Q4 		$244K Buy
+1,200
New +$245K 0.11% 143

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Biltmore Family Office's GD Position: Q4 2020 in Review

Biltmore Family Office sold out of General Dynamics (GD) in Q4 2020, closing a stake of 2,250 shares — an estimated $311K sold.

Biltmore Family Office first reported a position in GD in Q4 2017 and held it in 12 quarters. The position peaked at $449K in Q3 2019. 1,226 funds tracked by Wall St. Rank hold GD as of Q4 2020.

  • Biltmore Family Office reported no remaining General Dynamics position as of Q4 2020 after selling out during the quarter.
  • Biltmore Family Office sold 2,250 General Dynamics shares in Q4 2020, an estimated $311K.
  • Biltmore Family Office first reported a position in General Dynamics in Q4 2017 and held it in 12 quarters.
  • Biltmore Family Office's General Dynamics position peaked at $449K in Q3 2019.
  • 1,226 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Biltmore Family Office's 13F filing for Q4 2020, filed 9 Feb 2021.