Burns Matteson Capital Management’s General Dynamics GD Stock Holding History

Burns Matteson Capital Management’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	–	Sell	-1,708	Closed	-$322K	–	148
2021 Q2	$322K	Buy	1,708 +530	+45%	+$99.9K	0.25%	98
2021 Q1	$214K	Buy	+1,178	New	+$192K	0.2%	88

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

Burns Matteson Capital Management's GD Position: Q3 2021 in Review

Burns Matteson Capital Management sold out of General Dynamics (GD) in Q3 2021, closing a stake of 1,708 shares — an estimated $322K sold.

Burns Matteson Capital Management first reported a position in GD in Q1 2021 and held it in 2 quarters. The position peaked at $322K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Burns Matteson Capital Management reported no remaining General Dynamics position as of Q3 2021 after selling out during the quarter.
Burns Matteson Capital Management sold 1,708 General Dynamics shares in Q3 2021, an estimated $322K.
Burns Matteson Capital Management first reported a position in General Dynamics in Q1 2021 and held it in 2 quarters.
Burns Matteson Capital Management's General Dynamics position peaked at $322K in Q2 2021.
1,302 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Burns Matteson Capital Management's 13F filing for Q3 2021, filed 12 Dec 2023.