Lake Street Advisors Group’s General Dynamics GD Stock Holding History

Lake Street Advisors 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 Q4	$789K	Sell	2,993 -63	-2%	-$18.1K	0.04%	254
2024 Q3	$924K	Buy	3,056 +45	+1%	+$13.2K	0.04%	226
2024 Q2	$874K	Sell	3,011 -41	-1%	-$12K	0.04%	235
2024 Q1	$862K	Buy	3,052 +26	+0.9%	+$6.95K	0.04%	249
2023 Q4	$786K	Buy	+3,026	New	+$738K	0.04%	254
2021 Q3	–	Sell	-1,315	Closed	-$262K	–	304
2021 Q2	$262K	Buy	1,315 +3	+0.2%	+$566	0.02%	269
2021 Q1	$238K	Buy	+1,312	New	+$214K	0.02%	276
2018 Q4	–	Sell	-993	Closed	-$203K	–	207
2018 Q3	$203K	Sell	993 -415	-29%	-$81.2K	0.02%	202
2018 Q2	$262K	Sell	1,408 -201	-12%	-$41.2K	0.03%	253
2018 Q1	$355K	Sell	1,609 -3	-0.2%	-$653	0.04%	172
2017 Q4	$328K	Buy	+1,612	New	+$329K	0.04%	200

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Lake Street Advisors Group's GD Position: Q4 2024 in Review

Lake Street Advisors Group reduced its General Dynamics (GD) stake by 2.1% in Q4 2024, selling an estimated $18.1K and leaving 2,993 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #254.

Lake Street Advisors Group first reported a position in GD in Q4 2017 and has held it in 11 quarters since. The position peaked at $924K in Q3 2024. 1,847 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Lake Street Advisors Group held 2,993 shares of General Dynamics worth $789K as of Q4 2024.
Lake Street Advisors Group sold 63 General Dynamics shares in Q4 2024, an estimated $18.1K.
General Dynamics made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #254 holding.
Lake Street Advisors Group first reported a position in General Dynamics in Q4 2017 and has held it in 11 quarters since.
Lake Street Advisors Group's General Dynamics position peaked at $924K in Q3 2024.
1,847 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.