KIG
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Kowal Investment Group’s General Dynamics GD Stock Holding History

Kowal Investment Group’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
Q3 		$940K Buy
3,110
+61
+2% +$17.9K 0.17% 80
2024
Q2 		$885K Buy
3,049
+327
+12% +$95.8K 0.18% 77
2024
Q1 		$769K Buy
2,722
+189
+7% +$50.5K 0.17% 77
2023
Q4 		$658K Buy
2,533
+174
+7% +$42.4K 0.15% 78
2023
Q3 		$521K Buy
2,359
+30
+1% +$6.64K 0.14% 83
2023
Q2 		$501K Buy
2,329
+925
+66% +$200K 0.13% 82
2023
Q1 		$320K Sell
1,404
-654
-32% -$151K 0.09% 108
2022
Q4 		$511K Buy
2,058
+232
+13% +$56.6K 0.15% 77
2022
Q3 		$387K Buy
1,826
+240
+15% +$54.2K 0.13% 83
2022
Q2 		$351K Buy
1,586
+642
+68% +$148K 0.12% 91
2022
Q1 		$228K Buy
+944
New +$210K 0.07% 115
2021
Q4 		– Sell
-155
Closed -$30K – 429
2021
Q3 		$30K Buy
+155
New +$30.3K 0.01% 311

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kowal Investment Group's GD Position: Q3 2024 in Review

Kowal Investment Group increased its General Dynamics (GD) stake by 2% in Q3 2024, buying an estimated $17.9K and bringing the position to 3,110 shares worth $940K. The position accounts for 0.17% of the portfolio, ranked #80.

Kowal Investment Group first reported a position in GD in Q3 2021 and has held it in 12 quarters since. 1,800 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Kowal Investment Group held 3,110 shares of General Dynamics worth $940K as of Q3 2024.
  • Kowal Investment Group bought 61 General Dynamics shares in Q3 2024, an estimated $17.9K.
  • General Dynamics made up 0.17% of Kowal Investment Group's portfolio in Q3 2024, its #80 holding.
  • Kowal Investment Group first reported a position in General Dynamics in Q3 2021 and has held it in 12 quarters since.
  • 1,800 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.