InterOcean Capital Group’s General Dynamics GD Stock Holding History

InterOcean Capital Group’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 Q1	$1.02M	Buy	3,608 +8	+0.2%	+$2.14K	0.02%	206
2023 Q4	$935K	Buy	3,600 +2	+0.1%	+$488	0.03%	205
2023 Q3	$795K	Sell	3,598 -242	-6%	-$53.5K	0.02%	212
2023 Q2	$826K	Buy	3,840 +596	+18%	+$129K	0.03%	205
2023 Q1	$740K	Buy	3,244 +339	+12%	+$78.3K	0.03%	215
2022 Q4	$721K	Buy	2,905 +703	+32%	+$171K	0.03%	214
2022 Q3	$467K	Buy	2,202 +526	+31%	+$119K	0.02%	246
2022 Q2	$371K	Buy	1,676 +529	+46%	+$122K	0.02%	283
2022 Q1	$277K	Hold	1,147	–	–	0.01%	223
2021 Q4	$239K	Hold	1,147	–	–	0.01%	237
2021 Q3	$225K	Buy	+1,147	New	+$225K	0.01%	224
2021 Q2	–	Sell	-1,112	Closed	-$202K	–	264
2021 Q1	$202K	Buy	+1,112	New	+$182K	0.01%	233

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

InterOcean Capital Group's GD Position: Q1 2024 in Review

InterOcean Capital Group increased its General Dynamics (GD) stake by 0.22% in Q1 2024, buying an estimated $2.14K and bringing the position to 3,608 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #206.

InterOcean Capital Group first reported a position in GD in Q1 2021 and has held it in 12 quarters since. 1,753 funds tracked by Wall St. Rank hold GD as of Q1 2024.

InterOcean Capital Group held 3,608 shares of General Dynamics worth $1.02M as of Q1 2024.
InterOcean Capital Group bought 8 General Dynamics shares in Q1 2024, an estimated $2.14K.
General Dynamics made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #206 holding.
InterOcean Capital Group first reported a position in General Dynamics in Q1 2021 and has held it in 12 quarters since.
1,753 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.