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Doliver Advisors’s General Dynamics GD Stock Holding History

Doliver 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
2021
Q3 		– Sell
-1,868
Closed -$352K – 179
2021
Q2 		$352K Sell
1,868
-115
-6% -$21.7K 0.12% 107
2021
Q1 		$360K Buy
1,983
+55
+3% +$8.98K 0.13% 97
2020
Q4 		$287K Buy
1,928
+190
+11% +$27.8K 0.13% 103
2020
Q3 		$241K Buy
+1,738
New +$257K 0.12% 123
2019
Q4 		– Sell
-1,176
Closed -$210K – 156
2019
Q3 		$210K Buy
1,176
+55
+5% +$10.2K 0.08% 102
2019
Q2 		$204K Buy
+1,121
New +$193K 0.08% 111

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Doliver Advisors's GD Position: Q3 2021 in Review

Doliver Advisors sold out of General Dynamics (GD) in Q3 2021, closing a stake of 1,868 shares — an estimated $352K sold.

Doliver Advisors first reported a position in GD in Q2 2019 and held it in 6 quarters. The position peaked at $360K in Q1 2021. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

  • Doliver Advisors reported no remaining General Dynamics position as of Q3 2021 after selling out during the quarter.
  • Doliver Advisors sold 1,868 General Dynamics shares in Q3 2021, an estimated $352K.
  • Doliver Advisors first reported a position in General Dynamics in Q2 2019 and held it in 6 quarters.
  • Doliver Advisors's General Dynamics position peaked at $360K in Q1 2021.
  • 1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Doliver Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.