GFS
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GYL Financial Synergies’s General Dynamics GD Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$548K Sell
1,812
-25
-1% -$7.35K 0.04% 230
2024
Q2 		$533K Buy
1,837
+11
+0.6% +$3.22K 0.04% 227
2024
Q1 		$516K Buy
1,826
+16
+0.9% +$4.28K 0.04% 236
2023
Q4 		$470K Buy
1,810
+4
+0.2% +$976 0.04% 244
2023
Q3 		$399K Buy
1,806
+4
+0.2% +$885 0.04% 255
2023
Q2 		$388K Buy
1,802
+76
+4% +$16.4K 0.04% 260
2023
Q1 		$394K Buy
1,726
+231
+15% +$53.4K 0.05% 216
2022
Q4 		$371K Hold
1,495
– – 0.08% 157
2022
Q3 		$317K Hold
1,495
– – 0.09% 147
2022
Q2 		$331K Buy
1,495
+200
+15% +$46K 0.09% 141
2022
Q1 		$312K Sell
1,295
-48
-4% -$10.7K 0.07% 155
2021
Q4 		$280K Hold
1,343
– – 0.08% 170
2021
Q3 		$263K Hold
1,343
– – 0.13% 155
2021
Q2 		$253K Sell
1,343
-150
-10% -$28.3K 0.13% 156
2021
Q1 		$271K Buy
1,493
+141
+10% +$23K 0.15% 152
2020
Q4 		$201K Buy
+1,352
New +$198K 0.12% 167
2020
Q3 		– Sell
-1,339
Closed -$200K – 159
2020
Q2 		$200K Sell
1,339
-251
-16% -$35.4K 0.14% 149
2020
Q1 		$210K Hold
1,590
– – 0.13% 134
2019
Q4 		$280K Buy
1,590
+260
+20% +$46.7K 0.12% 139
2019
Q3 		$243K Sell
1,330
-18
-1% -$3.34K 0.12% 150
2019
Q2 		$245K Sell
1,348
-15
-1% -$2.58K 0.13% 138
2019
Q1 		$231K Buy
+1,363
New +$230K 0.13% 137

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's GD Position: Q3 2024 in Review

GYL Financial Synergies reduced its General Dynamics (GD) stake by 1.4% in Q3 2024, selling an estimated $7.35K and leaving 1,812 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #230.

GYL Financial Synergies first reported a position in GD in Q1 2019 and has held it in 22 quarters since. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • GYL Financial Synergies held 1,812 shares of General Dynamics worth $548K as of Q3 2024.
  • GYL Financial Synergies sold 25 General Dynamics shares in Q3 2024, an estimated $7.35K.
  • General Dynamics made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #230 holding.
  • GYL Financial Synergies first reported a position in General Dynamics in Q1 2019 and has held it in 22 quarters since.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.