KB Financial Partners’s General Dynamics GD Stock Holding History

KB Financial Partners’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
2023 Q3	$51K	Buy	230 +34	+17%	+$7.52K	0.01%	250
2023 Q2	$42K	Buy	196 +19	+11%	+$4.1K	0.01%	286
2023 Q1	$40K	Buy	177 +44	+33%	+$10.2K	0.01%	285
2022 Q4	$33K	Hold	133	–	–	0.01%	302
2022 Q3	$28K	Sell	133 -39	-23%	-$8.81K	0.01%	312
2022 Q2	$38K	Sell	172 -63	-27%	-$14.5K	0.01%	272
2022 Q1	$57K	Sell	235 -20	-8%	-$4.44K	0.02%	261
2021 Q4	$53K	Buy	+255	New	+$51.5K	0.02%	284
2021 Q3	–	Sell	-206	Closed	-$39K	–	319
2021 Q2	$39K	Sell	206 -1	-0.5%	-$189	0.01%	286
2021 Q1	$38K	Buy	+207	New	+$33.8K	0.02%	291

Other funds holding GD

LAMI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KB Financial Partners's GD Position: Q3 2023 in Review

KB Financial Partners increased its General Dynamics (GD) stake by 17% in Q3 2023, buying an estimated $7.52K and bringing the position to 230 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #250.

KB Financial Partners first reported a position in GD in Q1 2021 and has held it in 10 quarters since. The position peaked at $57K in Q1 2022. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

KB Financial Partners held 230 shares of General Dynamics worth $51K as of Q3 2023.
KB Financial Partners bought 34 General Dynamics shares in Q3 2023, an estimated $7.52K.
General Dynamics made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #250 holding.
KB Financial Partners first reported a position in General Dynamics in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's General Dynamics position peaked at $57K in Q1 2022.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.