FormulaFolio Investments’s General Dynamics GD Stock Holding History

FormulaFolio 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
2021 Q2	$1K	Buy	+4	New	+$754	﹤0.01%	467
2021 Q1	–	Sell	-20,920	Closed	-$3.42M	–	437
2020 Q4	$3.11M	Buy	+20,920	New	+$3.06M	0.07%	205
2020 Q1	–	Sell	-2,213	Closed	-$390K	–	316
2019 Q4	$390K	Sell	2,213 -154	-7%	-$27.6K	0.01%	263
2019 Q3	$432K	Buy	+2,367	New	+$440K	0.02%	238

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FormulaFolio Investments's GD Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in General Dynamics (GD) in Q2 2021: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in GD as recently as Q4 2020.

FormulaFolio Investments first reported a position in GD in Q3 2019 and has held it in 4 quarters since. The position peaked at $3.11M in Q4 2020. 1,286 funds tracked by Wall St. Rank hold GD as of Q2 2021.

FormulaFolio Investments held 4 shares of General Dynamics worth $1K as of Q2 2021.
General Dynamics was a new FormulaFolio Investments position in Q2 2021.
General Dynamics made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #467 holding.
FormulaFolio Investments first reported a position in General Dynamics in Q3 2019 and has held it in 4 quarters since.
FormulaFolio Investments's General Dynamics position peaked at $3.11M in Q4 2020.
1,286 funds tracked by Wall St. Rank held General Dynamics as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.