JIC
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Joel Isaacson & Co’s General Dynamics GD Stock Holding History

Joel Isaacson & Co’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
Q2 		– Sell
-710
Closed -$201K – 353
2024
Q1 		$201K Buy
+710
New +$190K 0.01% 320
2019
Q3 		– Sell
-1,408
Closed -$256K – 207
2019
Q2 		$256K Buy
1,408
+127
+10% +$21.9K 0.04% 175
2019
Q1 		$217K Sell
1,281
-529
-29% -$89.1K 0.03% 196
2018
Q4 		$296K Buy
+1,810
New +$324K 0.05% 182
2017
Q1 		– Sell
-757
Closed -$131K – 306
2016
Q4 		$131K Buy
757
+1
+0.1% +$164 0.03% 195
2016
Q3 		$117K Buy
756
+1
+0.1% +$149 0.02% 215
2016
Q2 		$105K Buy
755
+1
+0.1% +$139 0.02% 233
2016
Q1 		$99K Buy
754
+1
+0.1% +$133 0.02% 243
2015
Q4 		$103K Sell
753
-69
-8% -$9.86K 0.03% 224
2015
Q3 		$113K Buy
822
+1
+0.1% +$145 0.03% 212
2015
Q2 		$116K Buy
821
+107
+15% +$14.9K 0.03% 232
2015
Q1 		$97K Buy
714
+21
+3% +$2.88K 0.02% 262
2014
Q4 		$95K Hold
693
– – 0.03% 238
2014
Q3 		$88K Hold
693
– – 0.03% 225
2014
Q2 		$81K Hold
693
– – 0.03% 236
2014
Q1 		$75K Sell
693
-447
-39% -$46.3K 0.03% 240
2013
Q4 		$109K Hold
1,140
– – 0.04% 179
2013
Q3 		$100K Hold
1,140
– – 0.04% 174
2013
Q2 		$89K Buy
+1,140
New +$84.8K 0.04% 156

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Joel Isaacson & Co's GD Position: Q2 2024 in Review

Joel Isaacson & Co sold out of General Dynamics (GD) in Q2 2024, closing a stake of 710 shares — an estimated $201K sold.

Joel Isaacson & Co first reported a position in GD in Q2 2013 and held it in 19 quarters. The position peaked at $296K in Q4 2018. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

  • Joel Isaacson & Co reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 710 General Dynamics shares in Q2 2024, an estimated $201K.
  • Joel Isaacson & Co first reported a position in General Dynamics in Q2 2013 and held it in 19 quarters.
  • Joel Isaacson & Co's General Dynamics position peaked at $296K in Q4 2018.
  • 1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Joel Isaacson & Co's 13F filing for Q2 2024, filed 24 Jul 2024.