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Bivin & Associates’s General Dynamics GD Stock Holding History

Bivin & Associates’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
2022
Q2 		$939K Sell
4,243
-200
-5% -$46K 1.01% 24
2022
Q1 		$1.07M Sell
4,443
-1,077
-20% -$239K 0.98% 34
2021
Q4 		$1.15M Buy
+5,520
New +$1.11M 1% 27

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bivin & Associates's GD Position: Q2 2022 in Review

Bivin & Associates reduced its General Dynamics (GD) stake by 4.5% in Q2 2022, selling an estimated $46K and leaving 4,243 shares worth $939K. The position accounts for 1.01% of the portfolio, ranked #24.

Bivin & Associates first reported a position in GD in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2021. 1,478 funds tracked by Wall St. Rank hold GD as of Q2 2022.

  • Bivin & Associates held 4,243 shares of General Dynamics worth $939K as of Q2 2022.
  • Bivin & Associates sold 200 General Dynamics shares in Q2 2022, an estimated $46K.
  • General Dynamics made up 1.01% of Bivin & Associates's portfolio in Q2 2022, its #24 holding.
  • Bivin & Associates first reported a position in General Dynamics in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's General Dynamics position peaked at $1.15M in Q4 2021.
  • 1,478 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.