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Broadleaf Partners’s General Dynamics GD Stock Holding History

Broadleaf Partners’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
2024
Q1 		– Sell
-25,547
Closed -$6.63M – 81
2023
Q4 		$6.63M Buy
25,547
+10,378
+68% +$2.53M 1.94% 20
2023
Q3 		$3.35M Sell
15,169
-87
-0.6% -$19.2K 1.12% 34
2023
Q2 		$3.28M Sell
15,256
-23
-0.2% -$4.96K 1.07% 34
2023
Q1 		$3.49M Buy
+15,279
New +$3.53M 1.24% 35

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadleaf Partners's GD Position: Q1 2024 in Review

Broadleaf Partners sold out of General Dynamics (GD) in Q1 2024, closing a stake of 25,547 shares — an estimated $6.63M sold.

Broadleaf Partners first reported a position in GD in Q1 2023 and held it in 4 quarters. The position peaked at $6.63M in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Broadleaf Partners reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Broadleaf Partners sold 25,547 General Dynamics shares in Q1 2024, an estimated $6.63M.
  • Broadleaf Partners first reported a position in General Dynamics in Q1 2023 and held it in 4 quarters.
  • Broadleaf Partners's General Dynamics position peaked at $6.63M in Q4 2023.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Broadleaf Partners's 13F filing for Q1 2024, filed 14 May 2024.