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Demars Financial Group’s General Dynamics GD Stock Holding History

Demars Financial Group’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
-3,436
Closed -$759K – 71
2023
Q3 		$759K Buy
3,436
+39
+1% +$8.63K 0.43% 37
2023
Q2 		$731K Sell
3,397
-196
-5% -$42.3K 0.41% 38
2023
Q1 		$820K Sell
3,593
-93
-3% -$21.5K 0.45% 39
2022
Q4 		$915K Sell
3,686
-445
-11% -$109K 0.5% 37
2022
Q3 		$877K Buy
4,131
+17
+0.4% +$3.84K 0.52% 41
2022
Q2 		$910K Sell
4,114
-330
-7% -$75.9K 0.52% 43
2022
Q1 		$1.07M Sell
4,444
-114
-3% -$25.3K 0.54% 40
2021
Q4 		$950K Sell
4,558
-362
-7% -$73.1K 0.5% 46
2021
Q3 		$964K Buy
+4,920
New +$963K 0.57% 41

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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 $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Demars Financial Group's GD Position: Q4 2023 in Review

Demars Financial Group sold out of General Dynamics (GD) in Q4 2023, closing a stake of 3,436 shares — an estimated $759K sold.

Demars Financial Group first reported a position in GD in Q3 2021 and held it in 9 quarters. The position peaked at $1.07M in Q1 2022. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Demars Financial Group reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
  • Demars Financial Group sold 3,436 General Dynamics shares in Q4 2023, an estimated $759K.
  • Demars Financial Group first reported a position in General Dynamics in Q3 2021 and held it in 9 quarters.
  • Demars Financial Group's General Dynamics position peaked at $1.07M in Q1 2022.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Demars Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.