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Karpas Strategies’s General Dynamics GD Stock Holding History

Karpas Strategies’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 		$226K Buy
780
+3
+0.4% +$879 0.07% 114
2024
Q1 		$219K Sell
777
-33
-4% -$8.83K 0.07% 110
2023
Q4 		$210K Buy
+810
New +$198K 0.07% 110
2021
Q3 		– Sell
-1,225
Closed -$231K – 119
2021
Q2 		$231K Buy
+1,225
New +$231K 0.08% 109

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

Karpas Strategies's GD Position: Q2 2024 in Review

Karpas Strategies increased its General Dynamics (GD) stake by 0.39% in Q2 2024, buying an estimated $879 and bringing the position to 780 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #114.

Karpas Strategies first reported a position in GD in Q2 2021 and has held it in 4 quarters since. The position peaked at $231K in Q2 2021. 1,769 funds tracked by Wall St. Rank hold GD as of Q2 2024.

  • Karpas Strategies held 780 shares of General Dynamics worth $226K as of Q2 2024.
  • Karpas Strategies bought 3 General Dynamics shares in Q2 2024, an estimated $879.
  • General Dynamics made up 0.07% of Karpas Strategies's portfolio in Q2 2024, its #114 holding.
  • Karpas Strategies first reported a position in General Dynamics in Q2 2021 and has held it in 4 quarters since.
  • Karpas Strategies's General Dynamics position peaked at $231K in Q2 2021.
  • 1,769 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.