EDRH
GD icon

Edmond de Rothschild Holding’s General Dynamics GD Stock Holding History

Edmond de Rothschild Holding’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
2022
Q2 		– Sell
-680
Closed -$164K – 822
2022
Q1 		$164K Buy
680
+110
+19% +$24.4K ﹤0.01% 527
2021
Q4 		$119K Hold
570
– – ﹤0.01% 607
2021
Q3 		$112K Buy
+570
New +$112K ﹤0.01% 612
2019
Q1 		– Sell
-324
Closed -$51K – 642
2018
Q4 		$51K Sell
324
-200
-38% -$35.8K ﹤0.01% 519
2018
Q3 		$107K Hold
524
– – ﹤0.01% 530
2018
Q2 		$97K Hold
524
– – ﹤0.01% 549
2018
Q1 		$116K Hold
524
– – ﹤0.01% 545
2017
Q4 		$107K Sell
524
-828
-61% -$169K ﹤0.01% 569
2017
Q3 		$278K Buy
1,352
+572
+73% +$115K 0.01% 446
2017
Q2 		$155K Buy
780
+308
+65% +$60.3K ﹤0.01% 511
2017
Q1 		$88K Buy
472
+72
+18% +$13.3K ﹤0.01% 576
2016
Q4 		$70K Buy
400
+200
+100% +$32.7K ﹤0.01% 615
2016
Q3 		$31K Hold
200
– – ﹤0.01% 715
2016
Q2 		$28K Hold
200
– – ﹤0.01% 694
2016
Q1 		$26K Hold
200
– – ﹤0.01% 698
2015
Q4 		$27K Hold
200
– – ﹤0.01% 688
2015
Q3 		$28K Hold
200
– – ﹤0.01% 678
2015
Q2 		$28K Buy
+200
New +$27.8K ﹤0.01% 698

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return