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DIA
Davidson Investment Advisors’s
General Dynamics
GD
Stock Holding History
Davidson Investment Advisors’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
2018
Q1
–
Sell
-2,218
Closed
-$451K
–
103
2017
Q4
$451K
Hold
2,218
–
–
0.05%
94
2017
Q3
$455K
Hold
2,218
–
–
0.05%
86
2017
Q2
$439K
Sell
2,218
-1,165
-34%
-$228K
0.06%
85
2017
Q1
$633K
Hold
3,383
–
–
0.08%
81
2016
Q4
$584K
Sell
3,383
-150
-4%
-$24.5K
0.08%
81
2016
Q3
$548K
Hold
3,533
–
–
0.08%
81
2016
Q2
$491K
Hold
3,533
–
–
0.08%
84
2016
Q1
$464K
Hold
3,533
–
–
0.08%
99
2015
Q4
$485K
Buy
3,533
+2,958
+514%
+$423K
0.08%
122
2015
Q3
$79K
Sell
575
-2,458
-81%
-$356K
0.01%
147
2015
Q2
$429K
Buy
3,033
+200
+7%
+$27.8K
0.06%
121
2015
Q1
$384K
Hold
2,833
–
–
0.06%
119
2014
Q4
$389K
Sell
2,833
-2,948
-51%
-$401K
0.06%
118
2014
Q3
$618K
Buy
5,781
+2,833
+96%
+$344K
0.05%
128
2014
Q2
$343K
Hold
2,948
–
–
0.05%
122
2014
Q1
$321K
Hold
2,948
–
–
0.05%
116
2013
Q4
$281K
Hold
2,948
–
–
0.04%
114
2013
Q3
$258K
Hold
2,948
–
–
0.04%
114
2013
Q2
$230K
Buy
+2,948
New
+$219K
0.04%
112
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$9.56B AUM
25.94%
1-Year Est. Return
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$40.7B AUM
24.62%
1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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