Horan Capital Advisors’s General Dynamics GD Stock Holding History

Horan Capital 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 Q4	–	Sell	-200	Closed	-$28K	–	150
2020 Q3	$28K	Buy	+200	New	+$29.5K	0.02%	203
2020 Q1	–	Sell	-200	Closed	-$35K	–	139
2019 Q4	$35K	Sell	200 -100	-33%	-$18K	0.02%	163
2019 Q3	$55K	Buy	+300	New	+$55.7K	0.03%	140
2019 Q2	–	Sell	-275	Closed	-$47K	–	134
2019 Q1	$47K	Buy	+275	New	+$46.3K	0.03%	143
2017 Q4	–	Sell	-375	Closed	-$77K	–	144
2017 Q3	$77K	Buy	+375	New	+$75.1K	0.05%	120

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horan Capital Advisors's GD Position: Q4 2020 in Review

Horan Capital Advisors sold out of General Dynamics (GD) in Q4 2020, closing a stake of 200 shares — an estimated $28K sold.

Horan Capital Advisors first reported a position in GD in Q3 2017 and held it in 5 quarters. The position peaked at $77K in Q3 2017. 1,226 funds tracked by Wall St. Rank hold GD as of Q4 2020.

Horan Capital Advisors reported no remaining General Dynamics position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 200 General Dynamics shares in Q4 2020, an estimated $28K.
Horan Capital Advisors first reported a position in General Dynamics in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's General Dynamics position peaked at $77K in Q3 2017.
1,226 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.