CSat Investment Advisory’s General Dynamics GD Stock Holding History

CSat Investment Advisory’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 Q1	$21K	Buy	114 +4	+4%	+$653	0.02%	367
2020 Q4	$16K	Sell	110 -893	-89%	-$131K	0.01%	381
2020 Q3	$139K	Buy	1,003 +94	+10%	+$13.9K	0.01%	352
2020 Q2	$136K	Buy	909 +138	+18%	+$19.5K	0.02%	381
2020 Q1	$102K	Buy	771 +90	+13%	+$14.9K	0.02%	339
2019 Q4	$120K	Buy	681 +92	+16%	+$16.5K	0.03%	324
2019 Q3	$107K	Sell	589 -1,228	-68%	-$228K	0.03%	304
2019 Q2	$331K	Buy	1,817 +638	+54%	+$110K	0.12%	132
2019 Q1	$200K	Buy	1,179 +495	+72%	+$83.4K	0.1%	128
2018 Q4	$108K	Buy	684 +85	+14%	+$15.2K	0.06%	139
2018 Q3	$123K	Buy	599 +60	+11%	+$11.7K	0.07%	121
2018 Q2	$101K	Buy	+539	New	+$110K	0.05%	159

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

CSat Investment Advisory's GD Position: Q1 2021 in Review

CSat Investment Advisory increased its General Dynamics (GD) stake by 3.6% in Q1 2021, buying an estimated $653 and bringing the position to 114 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #367.

CSat Investment Advisory first reported a position in GD in Q2 2018 and has held it in 12 quarters since. The position peaked at $331K in Q2 2019. 1,258 funds tracked by Wall St. Rank hold GD as of Q1 2021.

CSat Investment Advisory held 114 shares of General Dynamics worth $21K as of Q1 2021.
CSat Investment Advisory bought 4 General Dynamics shares in Q1 2021, an estimated $653.
General Dynamics made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #367 holding.
CSat Investment Advisory first reported a position in General Dynamics in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's General Dynamics position peaked at $331K in Q2 2019.
1,258 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.