Castleview Partners’s General Dynamics GD Stock Holding History

Castleview 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 Q3	–	Sell	-3	Closed	-$870	–	682
2024 Q2	$870	Hold	3	–	–	﹤0.01%	822
2024 Q1	$847	Sell	3 -7	-70%	-$1.87K	﹤0.01%	810
2023 Q4	$2.6K	Hold	10	–	–	﹤0.01%	681
2023 Q3	$2.21K	Sell	10 -11	-52%	-$2.43K	﹤0.01%	549
2023 Q2	$4.52K	Sell	21 -260	-93%	-$56.1K	﹤0.01%	522
2023 Q1	$64.1K	Buy	281 +55	+24%	+$12.7K	0.06%	235
2022 Q4	$56.1K	Sell	226 -9	-4%	-$2.19K	0.05%	223
2022 Q3	$50K	Buy	235 +119	+103%	+$26.9K	0.05%	253
2022 Q2	$7.38K	Sell	116 -700	-86%	-$161K	0.01%	491
2022 Q1	$196K	Buy	+816	New	+$181K	0.12%	166
2021 Q2	$496K	Buy	+2,637	New	+$497K	0.22%	98
2018 Q1	$261K	Buy	+1,182	New	+$257K	0.22%	90

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castleview Partners's GD Position: Q3 2024 in Review

Castleview Partners sold out of General Dynamics (GD) in Q3 2024, closing a stake of 3 shares — an estimated $870 sold.

Castleview Partners first reported a position in GD in Q1 2018 and held it in 12 quarters. The position peaked at $496K in Q2 2021. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

Castleview Partners reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 3 General Dynamics shares in Q3 2024, an estimated $870.
Castleview Partners first reported a position in General Dynamics in Q1 2018 and held it in 12 quarters.
Castleview Partners's General Dynamics position peaked at $496K in Q2 2021.
1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.