Lee Financial’s General Dynamics GD Stock Holding History

Lee Financial’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 Q1	–	Sell	-31	Closed	-$8.05K	–	419
2023 Q4	$8.05K	Buy	+31	New	+$7.56K	﹤0.01%	471
2023 Q1	–	Sell	-13	Closed	-$3.23K	–	862
2022 Q4	$3.23K	Buy	13 +9	+225%	+$2.19K	﹤0.01%	607
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	758
2022 Q2	$1K	Buy	+4	New	+$921	﹤0.01%	786
2022 Q1	–	Sell	-6	Closed	-$1K	–	840
2021 Q4	$1K	Buy	+6	New	+$1.21K	﹤0.01%	840
2021 Q2	–	Sell	-76	Closed	-$14K	–	673
2021 Q1	$14K	Hold	76	–	–	﹤0.01%	349
2020 Q4	$11K	Hold	76	–	–	﹤0.01%	362
2020 Q3	$11K	Hold	76	–	–	﹤0.01%	388
2020 Q2	$11K	Hold	76	–	–	﹤0.01%	355
2020 Q1	$10K	Hold	76	–	–	﹤0.01%	295
2019 Q4	$13K	Hold	76	–	–	﹤0.01%	309
2019 Q3	$14K	Hold	76	–	–	﹤0.01%	289
2019 Q2	$14K	Hold	76	–	–	﹤0.01%	307
2019 Q1	$13K	Hold	76	–	–	﹤0.01%	303
2018 Q4	$12K	Hold	76	–	–	﹤0.01%	263
2018 Q3	$16K	Sell	76 -37	-33%	-$7.24K	﹤0.01%	271
2018 Q2	$21K	Hold	113	–	–	﹤0.01%	340
2018 Q1	$25K	Buy	113 +37	+49%	+$8.05K	0.01%	323
2017 Q4	$15K	Hold	76	–	–	﹤0.01%	278
2017 Q3	$16K	Sell	76 -275	-78%	-$55.1K	0.01%	265
2017 Q2	$70K	Hold	351	–	–	0.03%	172
2017 Q1	$66K	Hold	351	–	–	0.03%	158
2016 Q4	$61K	Buy	+351	New	+$57.4K	0.03%	165

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lee Financial's GD Position: Q1 2024 in Review

Lee Financial sold out of General Dynamics (GD) in Q1 2024, closing a stake of 31 shares — an estimated $8.05K sold.

Lee Financial first reported a position in GD in Q4 2016 and held it in 23 quarters. The position peaked at $70K in Q2 2017. 1,754 funds tracked by Wall St. Rank hold GD as of Q1 2024.

Lee Financial reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 31 General Dynamics shares in Q1 2024, an estimated $8.05K.
Lee Financial first reported a position in General Dynamics in Q4 2016 and held it in 23 quarters.
Lee Financial's General Dynamics position peaked at $70K in Q2 2017.
1,754 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.