LD
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Lipe & Dalton’s General Dynamics GD Stock Holding History

Lipe & Dalton’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
Q3 		– Sell
-1,325
Closed -$198K – 96
2020
Q2 		$198K Sell
1,325
-300
-18% -$42.4K 0.14% 68
2020
Q1 		$215K Hold
1,625
– – 0.18% 65
2019
Q4 		$286K Hold
1,625
– – 0.19% 66
2019
Q3 		$297K Hold
1,625
– – 0.22% 63
2019
Q2 		$295K Hold
1,625
– – 0.21% 59
2019
Q1 		$275K Hold
1,625
– – 0.2% 58
2018
Q4 		$255K Hold
1,625
– – 0.21% 55
2018
Q3 		$333K Sell
1,625
-100
-6% -$19.6K 0.23% 50
2018
Q2 		$321K Buy
1,725
+1
+0.1% +$205 0.24% 50
2018
Q1 		$381K Sell
1,724
-1
-0.1% -$218 0.27% 48
2017
Q4 		$351K Buy
1,725
+101
+6% +$20.6K 0.24% 50
2017
Q3 		$334K Sell
1,624
-1
-0.1% -$200 0.23% 48
2017
Q2 		$322K Hold
1,625
– – 0.21% 53
2017
Q1 		$304K Buy
1,625
+101
+7% +$18.7K 0.22% 51
2016
Q4 		$263K Sell
1,524
-1
-0.1% -$164 0.19% 55
2016
Q3 		$237K Buy
1,525
+1
+0.1% +$149 0.16% 72
2016
Q2 		$212K Hold
1,524
– – 0.15% 82
2016
Q1 		$200K Sell
1,524
-110
-7% -$14.6K 0.16% 60
2015
Q4 		$225K Hold
1,634
– – 0.18% 57
2015
Q3 		$225K Sell
1,634
-200
-11% -$28.9K 0.19% 62
2015
Q2 		$260K Hold
1,834
– – 0.19% 60
2015
Q1 		$249K Hold
1,834
– – 0.17% 60
2014
Q4 		$252K Buy
+1,834
New +$250K 0.17% 56

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lipe & Dalton's GD Position: Q3 2020 in Review

Lipe & Dalton sold out of General Dynamics (GD) in Q3 2020, closing a stake of 1,325 shares — an estimated $198K sold.

Lipe & Dalton first reported a position in GD in Q4 2014 and held it in 23 quarters. The position peaked at $381K in Q1 2018. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • Lipe & Dalton reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
  • Lipe & Dalton sold 1,325 General Dynamics shares in Q3 2020, an estimated $198K.
  • Lipe & Dalton first reported a position in General Dynamics in Q4 2014 and held it in 23 quarters.
  • Lipe & Dalton's General Dynamics position peaked at $381K in Q1 2018.
  • 1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Lipe & Dalton's 13F filing for Q3 2020, filed 30 Oct 2020.