JWM
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JGP Wealth Management’s General Dynamics GD Stock Holding History

JGP 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
2020
Q2 		– Sell
-8,185
Closed -$1.13M – 128
2020
Q1 		$1.13M Sell
8,185
-17,517
-68% -$2.91M 0.4% 57
2019
Q4 		$4.68M Buy
25,702
+2,531
+11% +$454K 1.38% 29
2019
Q3 		$4.04M Buy
23,171
+380
+2% +$70.6K 1.4% 31
2019
Q2 		$4.14M Buy
22,791
+558
+3% +$96.1K 1.47% 25
2019
Q1 		$3.76M Buy
22,233
+3,619
+19% +$610K 1.43% 30
2018
Q4 		$2.93M Buy
18,614
+420
+2% +$75.3K 1.21% 36
2018
Q3 		$3.72M Buy
18,194
+177
+1% +$34.6K 1.49% 20
2018
Q2 		$3.36M Buy
+18,017
New +$3.69M 1.4% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JGP Wealth Management's GD Position: Q2 2020 in Review

JGP Wealth Management sold out of General Dynamics (GD) in Q2 2020, closing a stake of 8,185 shares — an estimated $1.13M sold.

JGP Wealth Management first reported a position in GD in Q2 2018 and held it in 8 quarters. The position peaked at $4.68M in Q4 2019. 1,155 funds tracked by Wall St. Rank hold GD as of Q2 2020.

  • JGP Wealth Management reported no remaining General Dynamics position as of Q2 2020 after selling out during the quarter.
  • JGP Wealth Management sold 8,185 General Dynamics shares in Q2 2020, an estimated $1.13M.
  • JGP Wealth Management first reported a position in General Dynamics in Q2 2018 and held it in 8 quarters.
  • JGP Wealth Management's General Dynamics position peaked at $4.68M in Q4 2019.
  • 1,155 funds tracked by Wall St. Rank held General Dynamics as of Q2 2020.

Based on JGP Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.