JWM
GD icon

Jackson Wealth Management’s General Dynamics GD Stock Holding History

Jackson Wealth 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
2023
Q2 		– Sell
-23,730
Closed -$5.42M – 126
2023
Q1 		$5.42M Buy
23,730
+11,672
+97% +$2.7M 4.07% 1
2022
Q4 		$2.99M Sell
12,058
-2,162
-15% -$527K 1.1% 30
2022
Q3 		$3.02M Buy
14,220
+8,700
+158% +$1.97M 0.59% 42
2022
Q2 		$1.22M Sell
5,520
-10,219
-65% -$2.35M 0.57% 42
2022
Q1 		$3.8M Buy
+15,739
New +$3.5M 0.53% 47

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's GD Position: Q2 2023 in Review

Jackson Wealth Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 23,730 shares — an estimated $5.42M sold.

Jackson Wealth Management first reported a position in GD in Q1 2022 and held it in 5 quarters. The position peaked at $5.42M in Q1 2023. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • Jackson Wealth Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 23,730 General Dynamics shares in Q2 2023, an estimated $5.42M.
  • Jackson Wealth Management first reported a position in General Dynamics in Q1 2022 and held it in 5 quarters.
  • Jackson Wealth Management's General Dynamics position peaked at $5.42M in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.