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Calton & Associates’s General Dynamics GD Stock Holding History

Calton & 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
2021
Q4 		– Sell
-1,150
Closed -$225K – 376
2021
Q3 		$225K Sell
1,150
-397
-26% -$77.7K 0.05% 354
2021
Q2 		$291K Buy
1,547
+234
+18% +$44.1K 0.06% 304
2021
Q1 		$239K Buy
+1,313
New +$215K 0.05% 335
2018
Q1 		– Sell
-421
Closed -$86K – 696
2017
Q4 		$86K Buy
+421
New +$86K 0.02% 518

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

Calton & Associates's GD Position: Q4 2021 in Review

Calton & Associates sold out of General Dynamics (GD) in Q4 2021, closing a stake of 1,150 shares — an estimated $225K sold.

Calton & Associates first reported a position in GD in Q4 2017 and held it in 4 quarters. The position peaked at $291K in Q2 2021. 1,416 funds tracked by Wall St. Rank hold GD as of Q4 2021.

  • Calton & Associates reported no remaining General Dynamics position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 1,150 General Dynamics shares in Q4 2021, an estimated $225K.
  • Calton & Associates first reported a position in General Dynamics in Q4 2017 and held it in 4 quarters.
  • Calton & Associates's General Dynamics position peaked at $291K in Q2 2021.
  • 1,416 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.