LWM
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Lenox Wealth Management’s General Dynamics GD Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$142K Buy
955
+186
+24% +$26.3K 0.04% 173
2020
Q1 		$101K Buy
+769
New +$128K 0.03% 189
2019
Q2 		– Sell
-100
Closed -$17K – 689
2019
Q1 		$17K Buy
+100
New +$16.8K 0.01% 379

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Management's GD Position: Q2 2020 in Review

Lenox Wealth Management increased its General Dynamics (GD) stake by 24% in Q2 2020, buying an estimated $26.3K and bringing the position to 955 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #173.

Lenox Wealth Management first reported a position in GD in Q1 2019 and has held it in 3 quarters since. 1,155 funds tracked by Wall St. Rank hold GD as of Q2 2020.

  • Lenox Wealth Management held 955 shares of General Dynamics worth $142K as of Q2 2020.
  • Lenox Wealth Management bought 186 General Dynamics shares in Q2 2020, an estimated $26.3K.
  • General Dynamics made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #173 holding.
  • Lenox Wealth Management first reported a position in General Dynamics in Q1 2019 and has held it in 3 quarters since.
  • 1,155 funds tracked by Wall St. Rank held General Dynamics as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.