EVM
GD icon

Evelyn V. Moreno’s General Dynamics GD Stock Holding History

Evelyn V. Moreno’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 		$2.59M Sell
9,963
-17,347
-64% -$4.23M 1.22% 29
2023
Q3 		$6.03M Buy
27,310
+3,991
+17% +$883K 1.31% 26
2023
Q2 		$5.02M Buy
23,319
+499
+2% +$108K 1.07% 37
2023
Q1 		$5.21M Buy
22,820
+1,699
+8% +$393K 1.18% 36
2022
Q4 		$5.24M Buy
21,121
+10,145
+92% +$2.47M 1.21% 33
2022
Q3 		$2.33M Sell
10,976
-11,428
-51% -$2.58M 1.05% 38
2022
Q2 		$4.96M Sell
22,404
-433
-2% -$99.6K 1.16% 36
2022
Q1 		$5.51M Sell
22,837
-450
-2% -$99.9K 1.12% 37
2021
Q4 		$4.86M Buy
23,287
+6,100
+35% +$1.23M 0.97% 44
2021
Q3 		$3.37M Buy
17,187
+582
+4% +$114K 0.79% 43
2021
Q2 		$3.13M Sell
16,605
-375
-2% -$70.7K 0.73% 46
2021
Q1 		$3.08M Buy
16,980
+45
+0.3% +$7.35K 0.73% 47
2020
Q4 		$2.52M Sell
16,935
-4,300
-20% -$629K 0.63% 50
2020
Q3 		$2.94M Buy
21,235
+335
+2% +$49.5K 0.8% 45
2020
Q2 		$3.12M Buy
20,900
+38
+0.2% +$5.37K 0.91% 43
2020
Q1 		$2.76M Buy
20,862
+783
+4% +$130K 0.94% 42
2019
Q4 		$3.54M Sell
20,079
-11,770
-37% -$2.11M 0.95% 42
2019
Q3 		$5.82M Buy
31,849
+345
+1% +$64.1K 1.6% 32
2019
Q2 		$5.73M Buy
31,504
+1,365
+5% +$235K 1.74% 33
2019
Q1 		$5.1M Buy
30,139
+11,522
+62% +$1.94M 1.51% 33
2018
Q4 		$2.93M Sell
18,617
-6,062
-25% -$1.09M 0.97% 41
2018
Q3 		$5.05M Sell
24,679
-393
-2% -$76.9K 1.41% 38
2018
Q2 		$4.67M Buy
25,072
+9,825
+64% +$2.01M 1.36% 39
2018
Q1 		$3.37M Buy
15,247
+535
+4% +$116K 1.03% 42
2017
Q4 		$2.99M Buy
14,712
+1,256
+9% +$257K 0.91% 42
2017
Q3 		$2.77M Buy
13,456
+496
+4% +$99.4K 0.83% 44
2017
Q2 		$2.57M Buy
+12,960
New +$2.54M 0.79% 44

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

Evelyn V. Moreno's GD Position: Q4 2023 in Review

Evelyn V. Moreno reduced its General Dynamics (GD) stake by 64% in Q4 2023, selling an estimated $4.23M and leaving 9,963 shares worth $2.59M. The position accounts for 1.22% of the portfolio, ranked #29.

Evelyn V. Moreno first reported a position in GD in Q2 2017 and has held it in 27 quarters since. The position peaked at $6.03M in Q3 2023. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Evelyn V. Moreno held 9,963 shares of General Dynamics worth $2.59M as of Q4 2023.
  • Evelyn V. Moreno sold 17,347 General Dynamics shares in Q4 2023, an estimated $4.23M.
  • General Dynamics made up 1.22% of Evelyn V. Moreno's portfolio in Q4 2023, its #29 holding.
  • Evelyn V. Moreno first reported a position in General Dynamics in Q2 2017 and has held it in 27 quarters since.
  • Evelyn V. Moreno's General Dynamics position peaked at $6.03M in Q3 2023.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.