LM Advisors’s General Dynamics GD Stock Holding History

LM 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
2024 Q1	–	Sell	-9	Closed	-$2.34K	–	401
2023 Q4	$2.34K	Buy	+9	New	+$2.2K	﹤0.01%	650

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LM Advisors's GD Position: Q1 2024 in Review

LM Advisors sold out of General Dynamics (GD) in Q1 2024, closing a stake of 9 shares — an estimated $2.34K sold.

LM Advisors first reported a position in GD in Q4 2023 and held it in 1 quarter. The position peaked at $2.34K in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

LM Advisors reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 9 General Dynamics shares in Q1 2024, an estimated $2.34K.
LM Advisors first reported a position in General Dynamics in Q4 2023 and held it in 1 quarter.
LM Advisors's General Dynamics position peaked at $2.34K in Q4 2023.
1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.