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D.B. Root & Company’s General Dynamics GD Stock Holding History

D.B. Root & Company’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
2019
Q3 		– Sell
-1,322
Closed -$240K – 195
2019
Q2 		$240K Sell
1,322
-58
-4% -$9.98K 0.11% 181
2019
Q1 		$234K Hold
1,380
– – 0.1% 189
2018
Q4 		$217K Sell
1,380
-111
-7% -$19.9K 0.11% 174
2018
Q3 		$305K Hold
1,491
– – 0.13% 166
2018
Q2 		$278K Hold
1,491
– – 0.13% 167
2018
Q1 		$329K Buy
1,491
+244
+20% +$53.1K 0.17% 153
2017
Q4 		$254K Buy
+1,247
New +$255K 0.22% 96

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.B. Root & Company's GD Position: Q3 2019 in Review

D.B. Root & Company sold out of General Dynamics (GD) in Q3 2019, closing a stake of 1,322 shares — an estimated $240K sold.

D.B. Root & Company first reported a position in GD in Q4 2017 and held it in 7 quarters. The position peaked at $329K in Q1 2018. 1,085 funds tracked by Wall St. Rank hold GD as of Q3 2019.

  • D.B. Root & Company reported no remaining General Dynamics position as of Q3 2019 after selling out during the quarter.
  • D.B. Root & Company sold 1,322 General Dynamics shares in Q3 2019, an estimated $240K.
  • D.B. Root & Company first reported a position in General Dynamics in Q4 2017 and held it in 7 quarters.
  • D.B. Root & Company's General Dynamics position peaked at $329K in Q1 2018.
  • 1,085 funds tracked by Wall St. Rank held General Dynamics as of Q3 2019.

Based on D.B. Root & Company's 13F filing for Q3 2019, filed 29 Oct 2019.