JIR
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James Investment Research’s General Dynamics GD Stock Holding History

James Investment Research’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
Q1 		– Sell
-158
Closed -$39K – 604
2022
Q4 		$39K Buy
158
+8
+5% +$1.95K 0.01% 376
2022
Q3 		$32K Sell
150
-39
-21% -$8.81K ﹤0.01% 399
2022
Q2 		$42K Buy
189
+36
+24% +$8.29K 0.01% 361
2022
Q1 		$37K Buy
+153
New +$34K ﹤0.01% 374
2018
Q3 		– Sell
-600
Closed -$112K – 814
2018
Q2 		$112K Sell
600
-125
-17% -$25.6K ﹤0.01% 611
2018
Q1 		$160K Sell
725
-2,400
-77% -$522K 0.01% 578
2017
Q4 		$636K Sell
3,125
-75
-2% -$15.3K 0.02% 503
2017
Q3 		$658K Sell
3,200
-54,832
-94% -$11M 0.02% 473
2017
Q2 		$11.5M Sell
58,032
-16,663
-22% -$3.26M 0.36% 81
2017
Q1 		$14M Buy
74,695
+51,945
+228% +$9.6M 0.39% 84
2016
Q4 		$3.93M Buy
+22,750
New +$3.72M 0.1% 176
2013
Q4 		– Sell
-250
Closed -$22K – 538
2013
Q3 		$22K Hold
250
– – ﹤0.01% 417
2013
Q2 		$20K Buy
+250
New +$18.6K ﹤0.01% 415

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

James Investment Research's GD Position: Q1 2023 in Review

James Investment Research sold out of General Dynamics (GD) in Q1 2023, closing a stake of 158 shares — an estimated $39K sold.

James Investment Research first reported a position in GD in Q2 2013 and held it in 13 quarters. The position peaked at $14M in Q1 2017. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • James Investment Research reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 158 General Dynamics shares in Q1 2023, an estimated $39K.
  • James Investment Research first reported a position in General Dynamics in Q2 2013 and held it in 13 quarters.
  • James Investment Research's General Dynamics position peaked at $14M in Q1 2017.
  • 1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.