Carmel Capital Partners’s General Dynamics GD Stock Holding History

Carmel Capital 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
2023 Q4	–	Sell	-403	Closed	-$89.1K	–	350
2023 Q3	$89.1K	Buy	403 +293	+266%	+$64.8K	0.04%	207
2023 Q2	$23.7K	Sell	110 -382	-78%	-$82.4K	0.01%	244
2023 Q1	$112K	Sell	492 -376	-43%	-$86.9K	0.07%	176
2022 Q4	$215K	Buy	+868	New	+$212K	0.15%	121
2022 Q2	–	Sell	-868	Closed	-$209K	–	120
2022 Q1	$209K	Buy	+868	New	+$193K	0.17%	115

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's GD Position: Q4 2023 in Review

Carmel Capital Partners sold out of General Dynamics (GD) in Q4 2023, closing a stake of 403 shares — an estimated $89.1K sold.

Carmel Capital Partners first reported a position in GD in Q1 2022 and held it in 5 quarters. The position peaked at $215K in Q4 2022. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

Carmel Capital Partners reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 403 General Dynamics shares in Q4 2023, an estimated $89.1K.
Carmel Capital Partners first reported a position in General Dynamics in Q1 2022 and held it in 5 quarters.
Carmel Capital Partners's General Dynamics position peaked at $215K in Q4 2022.
1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.