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Jay D. Rosenbaum’s General Dynamics GD Stock Holding History

Jay D. Rosenbaum’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 		– Sell
-2,451
Closed -$636K – 39
2023
Q4 		$636K Sell
2,451
-2,621
-52% -$639K 1.64% 17
2023
Q3 		$1.12M Buy
5,072
+904
+22% +$200K 1.88% 16
2023
Q2 		$897K Buy
4,168
+159
+4% +$34.3K 1.44% 29
2023
Q1 		$915K Buy
4,009
+330
+9% +$76.2K 1.68% 22
2022
Q4 		$913K Buy
3,679
+158
+4% +$38.5K 1.97% 18
2022
Q3 		$747K Sell
3,521
-50
-1% -$11.3K 1.72% 23
2022
Q2 		$790K Sell
3,571
-118
-3% -$27.2K 1.53% 26
2022
Q1 		$890K Buy
3,689
+100
+3% +$22.2K 1.41% 29
2021
Q4 		$748K Sell
3,589
-339
-9% -$68.5K 1.1% 36
2021
Q3 		$769K Sell
3,928
-122
-3% -$23.9K 1.28% 33
2021
Q2 		$762K Sell
4,050
-5
-0.1% -$943 1.26% 36
2021
Q1 		$736K Hold
4,055
– – 1.26% 32
2020
Q4 		$604K Sell
4,055
-20
-0.5% -$2.92K 1.05% 38
2020
Q3 		$564K Sell
4,075
-130
-3% -$19.2K 1.04% 40
2020
Q2 		$629K Buy
4,205
+200
+5% +$28.2K 1.23% 31
2020
Q1 		$530K Buy
4,005
+236
+6% +$39.2K 1.22% 33
2019
Q4 		$664K Sell
3,769
-70
-2% -$12.6K 1.18% 38
2019
Q3 		$701K Buy
3,839
+185
+5% +$34.4K 1.34% 33
2019
Q2 		$664K Buy
3,654
+95
+3% +$16.4K 1.26% 35
2019
Q1 		$603K Buy
3,559
+15
+0.4% +$2.53K 1.14% 38
2018
Q4 		$557K Buy
3,544
+130
+4% +$23.3K 1.18% 34
2018
Q3 		$698K Buy
3,414
+210
+7% +$41.1K 1.27% 31
2018
Q2 		$598K Buy
3,204
+185
+6% +$37.9K 1.18% 34
2018
Q1 		$667K Hold
3,019
– – 1.35% 31
2017
Q4 		$614K Buy
3,019
+39
+1% +$7.97K 1.13% 34
2017
Q3 		$613K Buy
2,980
+230
+8% +$46.1K 1.17% 34
2017
Q2 		$545K Buy
2,750
+1,190
+76% +$233K 1.08% 35
2017
Q1 		$292K Buy
+1,560
New +$288K 0.62% 42

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jay D. Rosenbaum's GD Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of General Dynamics (GD) in Q1 2024, closing a stake of 2,451 shares — an estimated $636K sold.

Jay D. Rosenbaum first reported a position in GD in Q1 2017 and held it in 28 quarters. The position peaked at $1.12M in Q3 2023. 1,753 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Jay D. Rosenbaum reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 2,451 General Dynamics shares in Q1 2024, an estimated $636K.
  • Jay D. Rosenbaum first reported a position in General Dynamics in Q1 2017 and held it in 28 quarters.
  • Jay D. Rosenbaum's General Dynamics position peaked at $1.12M in Q3 2023.
  • 1,753 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.