Kaizen Advisory’s General Dynamics GD Stock Holding History

Kaizen Advisory’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
2018 Q4	$121K	Buy	771 +85	+12%	+$15.2K	0.08%	200
2018 Q3	$140K	Hold	686	–	–	0.07%	192
2018 Q2	$128K	Buy	686 +420	+158%	+$86K	0.07%	200
2018 Q1	$59K	Hold	266	–	–	0.06%	179
2017 Q4	$54K	Buy	+266	New	+$54.3K	0.03%	184

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's GD Position: Q4 2018 in Review

Kaizen Advisory increased its General Dynamics (GD) stake by 12% in Q4 2018, buying an estimated $15.2K and bringing the position to 771 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #200.

Kaizen Advisory first reported a position in GD in Q4 2017 and has held it in 5 quarters since. The position peaked at $140K in Q3 2018. 1,062 funds tracked by Wall St. Rank hold GD as of Q4 2018.

Kaizen Advisory held 771 shares of General Dynamics worth $121K as of Q4 2018.
Kaizen Advisory bought 85 General Dynamics shares in Q4 2018, an estimated $15.2K.
General Dynamics made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #200 holding.
Kaizen Advisory first reported a position in General Dynamics in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's General Dynamics position peaked at $140K in Q3 2018.
1,062 funds tracked by Wall St. Rank held General Dynamics as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.