Marietta Wealth Management’s General Dynamics GD Stock Holding History

Marietta 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
2018 Q4	–	Sell	-1,000	Closed	-$205K	–	116
2018 Q3	$205K	Buy	+1,000	New	+$196K	0.09%	117
2018 Q2	–	Sell	-1,000	Closed	-$221K	–	124
2018 Q1	$221K	Hold	1,000	–	–	0.12%	114
2017 Q4	$203K	Hold	1,000	–	–	0.11%	110
2017 Q3	$206K	Sell	1,000 -41	-4%	-$8.22K	0.12%	113
2017 Q2	$206K	Buy	+1,041	New	+$204K	0.13%	111

Other funds holding GD

LAMI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Marietta Wealth Management's GD Position: Q4 2018 in Review

Marietta Wealth Management sold out of General Dynamics (GD) in Q4 2018, closing a stake of 1,000 shares — an estimated $205K sold.

Marietta Wealth Management first reported a position in GD in Q2 2017 and held it in 5 quarters. The position peaked at $221K in Q1 2018. 1,062 funds tracked by Wall St. Rank hold GD as of Q4 2018.

Marietta Wealth Management reported no remaining General Dynamics position as of Q4 2018 after selling out during the quarter.
Marietta Wealth Management sold 1,000 General Dynamics shares in Q4 2018, an estimated $205K.
Marietta Wealth Management first reported a position in General Dynamics in Q2 2017 and held it in 5 quarters.
Marietta Wealth Management's General Dynamics position peaked at $221K in Q1 2018.
1,062 funds tracked by Wall St. Rank held General Dynamics as of Q4 2018.

Based on Marietta Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.