Latitude Advisors’s General Dynamics GD Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-978	Closed	-$223K	–	184
2023 Q1	$223K	Hold	978	–	–	0.16%	147
2022 Q4	$243K	Sell	978 -104	-10%	-$25.4K	0.18%	131
2022 Q3	$230K	Hold	1,082	–	–	0.19%	122
2022 Q2	$239K	Sell	1,082 -2,165	-67%	-$498K	0.22%	115
2022 Q1	$783K	Buy	3,247 +1,075	+49%	+$239K	0.18%	118
2021 Q4	$453K	Sell	2,172 -2	-0.1%	-$404	0.13%	166
2021 Q3	$426K	Buy	+2,174	New	+$426K	0.13%	151
2021 Q1	–	Sell	-4,001	Closed	-$595K	–	165
2020 Q4	$595K	Buy	+4,001	New	+$585K	0.53%	47

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Latitude Advisors's GD Position: Q2 2023 in Review

Latitude Advisors sold out of General Dynamics (GD) in Q2 2023, closing a stake of 978 shares — an estimated $223K sold.

Latitude Advisors first reported a position in GD in Q4 2020 and held it in 8 quarters. The position peaked at $783K in Q1 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Latitude Advisors reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
Latitude Advisors sold 978 General Dynamics shares in Q2 2023, an estimated $223K.
Latitude Advisors first reported a position in General Dynamics in Q4 2020 and held it in 8 quarters.
Latitude Advisors's General Dynamics position peaked at $783K in Q1 2022.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Latitude Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.