Elmwood Wealth Management’s General Dynamics GD Stock Holding History

Elmwood Wealth Management’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
2020 Q2	–	Sell	-18	Closed	-$3.98K	–	289
2020 Q1	$3.98K	Buy	+18	New	+$2.99K	﹤0.01%	232
2019 Q1	–	Sell	-18	Closed	-$3K	–	287
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	261
2018 Q3	$3.69K	Hold	18	–	–	﹤0.01%	244
2018 Q2	$3.35K	Hold	18	–	–	﹤0.01%	236
2018 Q1	$3.98K	Buy	+18	New	+$3.92K	﹤0.01%	232

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's GD Position: Q2 2020 in Review

Elmwood Wealth Management sold out of General Dynamics (GD) in Q2 2020, closing a stake of 18 shares — an estimated $3.98K sold.

Elmwood Wealth Management first reported a position in GD in Q1 2018 and held it in 5 quarters. The position peaked at $3.98K in Q1 2020. 1,155 funds tracked by Wall St. Rank hold GD as of Q2 2020.

Elmwood Wealth Management reported no remaining General Dynamics position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 18 General Dynamics shares in Q2 2020, an estimated $3.98K.
Elmwood Wealth Management first reported a position in General Dynamics in Q1 2018 and held it in 5 quarters.
Elmwood Wealth Management's General Dynamics position peaked at $3.98K in Q1 2020.
1,155 funds tracked by Wall St. Rank held General Dynamics as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.