HWA
GD icon

Heritage Way Advisors’s General Dynamics GD Stock Holding History

Heritage Way Advisors’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
Q1 		– Sell
-14,760
Closed -$2.6M – 66
2019
Q4 		$2.6M Buy
14,760
+722
+5% +$130K 1.51% 31
2019
Q3 		$2.56M Buy
+14,038
New +$2.61M 1.62% 30

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Way Advisors's GD Position: Q1 2020 in Review

Heritage Way Advisors sold out of General Dynamics (GD) in Q1 2020, closing a stake of 14,760 shares — an estimated $2.6M sold.

Heritage Way Advisors first reported a position in GD in Q3 2019 and held it in 2 quarters. The position peaked at $2.6M in Q4 2019. 1,091 funds tracked by Wall St. Rank hold GD as of Q1 2020.

  • Heritage Way Advisors reported no remaining General Dynamics position as of Q1 2020 after selling out during the quarter.
  • Heritage Way Advisors sold 14,760 General Dynamics shares in Q1 2020, an estimated $2.6M.
  • Heritage Way Advisors first reported a position in General Dynamics in Q3 2019 and held it in 2 quarters.
  • Heritage Way Advisors's General Dynamics position peaked at $2.6M in Q4 2019.
  • 1,091 funds tracked by Wall St. Rank held General Dynamics as of Q1 2020.

Based on Heritage Way Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.