Mason Investment Advisory Services’s General Dynamics GD Stock Holding History

Mason Investment Advisory Services’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	-1,334	Closed	-$331K	–	73
2022 Q4	$331K	Hold	1,334	–	–	0.03%	61
2022 Q3	$283K	Hold	1,334	–	–	0.03%	70
2022 Q2	$295K	Hold	1,334	–	–	0.03%	61
2022 Q1	$322K	Hold	1,334	–	–	0.03%	82
2021 Q4	$278K	Hold	1,334	–	–	0.02%	87
2021 Q3	$262K	Sell	1,334 -4,413	-77%	-$864K	0.03%	87
2021 Q2	$1.08M	Hold	5,747	–	–	0.11%	44
2021 Q1	$1.04M	Hold	5,747	–	–	0.11%	44
2020 Q4	$855K	Hold	5,747	–	–	0.1%	46
2020 Q3	$796K	Sell	5,747 -1,580	-22%	-$233K	0.11%	44
2020 Q2	$1.1M	Sell	7,327 -1,462	-17%	-$206K	0.16%	30
2020 Q1	$1.16M	Hold	8,789	–	–	0.2%	27
2019 Q4	$1.55M	Buy	8,789 +644	+8%	+$116K	0.23%	23
2019 Q3	$1.49M	Hold	8,145	–	–	0.24%	21
2019 Q2	$1.48M	Hold	8,145	–	–	0.25%	21
2019 Q1	$1.38M	Buy	+8,145	New	+$1.37M	0.38%	20

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mason Investment Advisory Services's GD Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of General Dynamics (GD) in Q1 2023, closing a stake of 1,334 shares — an estimated $331K sold.

Mason Investment Advisory Services first reported a position in GD in Q1 2019 and held it in 16 quarters. The position peaked at $1.55M in Q4 2019. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

Mason Investment Advisory Services reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 1,334 General Dynamics shares in Q1 2023, an estimated $331K.
Mason Investment Advisory Services first reported a position in General Dynamics in Q1 2019 and held it in 16 quarters.
Mason Investment Advisory Services's General Dynamics position peaked at $1.55M in Q4 2019.
1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.