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Groesbeck Investment Management’s General Dynamics GD Stock Holding History

Groesbeck Investment 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
2021
Q4 		– Sell
-1,821
Closed -$357K – 100
2021
Q3 		$357K Sell
1,821
-799
-30% -$156K 0.41% 87
2021
Q2 		$493K Buy
2,620
+657
+33% +$124K 0.63% 63
2021
Q1 		$356K Hold
1,963
– – 0.51% 68
2020
Q4 		$292K Buy
1,963
+18
+0.9% +$2.63K 0.48% 72
2020
Q3 		$269K Buy
+1,945
New +$287K 0.5% 67

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Groesbeck Investment Management's GD Position: Q4 2021 in Review

Groesbeck Investment Management sold out of General Dynamics (GD) in Q4 2021, closing a stake of 1,821 shares — an estimated $357K sold.

Groesbeck Investment Management first reported a position in GD in Q3 2020 and held it in 5 quarters. The position peaked at $493K in Q2 2021. 1,416 funds tracked by Wall St. Rank hold GD as of Q4 2021.

  • Groesbeck Investment Management reported no remaining General Dynamics position as of Q4 2021 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,821 General Dynamics shares in Q4 2021, an estimated $357K.
  • Groesbeck Investment Management first reported a position in General Dynamics in Q3 2020 and held it in 5 quarters.
  • Groesbeck Investment Management's General Dynamics position peaked at $493K in Q2 2021.
  • 1,416 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Groesbeck Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.