LFS
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Legacy Financial Strategies’s General Dynamics GD Stock Holding History

Legacy Financial Strategies’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
Q1 		– Sell
-8,911
Closed -$2.21M – 73
2022
Q4 		$2.21M Buy
8,911
+460
+5% +$112K 0.91% 19
2022
Q3 		$1.79M Sell
8,451
-436
-5% -$98.5K 0.83% 21
2022
Q2 		$1.97M Buy
8,887
+305
+4% +$70.2K 0.97% 16
2022
Q1 		$2.07M Sell
8,582
-41
-0.5% -$9.11K 0.88% 17
2021
Q4 		$1.8M Buy
8,623
+207
+2% +$41.8K 0.78% 23
2021
Q3 		$1.65M Buy
8,416
+432
+5% +$84.6K 0.78% 18
2021
Q2 		$1.5M Buy
7,984
+380
+5% +$71.7K 0.72% 23
2021
Q1 		$1.38M Buy
7,604
+3,448
+83% +$563K 0.73% 20
2020
Q4 		$618K Sell
4,156
-1,683
-29% -$246K 0.32% 43
2020
Q3 		$808K Buy
5,839
+424
+8% +$62.6K 0.47% 39
2020
Q2 		$809K Buy
5,415
+639
+13% +$90.2K 0.62% 34
2020
Q1 		$632K Buy
4,776
+493
+12% +$81.9K 0.6% 33
2019
Q4 		$755K Buy
4,283
+408
+11% +$73.3K 0.61% 37
2019
Q3 		$678K Buy
3,875
+232
+6% +$43.1K 0.6% 32
2019
Q2 		$669K Buy
3,643
+168
+5% +$28.9K 0.62% 33
2019
Q1 		$588K Buy
3,475
+1,201
+53% +$202K 0.5% 37
2018
Q4 		$357K Sell
2,274
-382
-14% -$68.5K 0.35% 43
2018
Q3 		$478K Buy
2,656
+500
+23% +$97.8K 0.49% 35
2018
Q2 		$402K Buy
2,156
+231
+12% +$47.3K 0.36% 64
2018
Q1 		$425K Buy
+1,925
New +$419K 0.42% 49

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return