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Disciplined Investments’s General Dynamics GD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-38
Closed -$8.18K – 657
2023
Q2 		$8.18K Buy
38
+1
+3% +$216 ﹤0.01% 347
2023
Q1 		$8.44K Buy
37
+8
+28% +$1.85K ﹤0.01% 362
2022
Q4 		$7.2K Sell
29
-1
-3% -$244 ﹤0.01% 351
2022
Q3 		$6K Buy
30
+2
+7% +$452 ﹤0.01% 403
2022
Q2 		$6K Sell
28
-1
-3% -$230 ﹤0.01% 421
2022
Q1 		$7K Buy
+29
New +$6.44K ﹤0.01% 408
2020
Q2 		– Sell
-106
Closed -$14K – 415
2020
Q1 		$14K Buy
+106
New +$17.6K 0.01% 251

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Disciplined Investments's GD Position: Q3 2023 in Review

Disciplined Investments sold out of General Dynamics (GD) in Q3 2023, closing a stake of 38 shares — an estimated $8.18K sold.

Disciplined Investments first reported a position in GD in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q1 2020. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • Disciplined Investments reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 38 General Dynamics shares in Q3 2023, an estimated $8.18K.
  • Disciplined Investments first reported a position in General Dynamics in Q1 2020 and held it in 7 quarters.
  • Disciplined Investments's General Dynamics position peaked at $14K in Q1 2020.
  • 1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.