Mid Atlantic Financial Management’s General Dynamics GD Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.6M	Sell	8,169 -513	-6%	-$100K	0.11%	166
2021 Q2	$1.64M	Buy	8,682 +129	+2%	+$24.3K	0.11%	165
2021 Q1	$1.55M	Buy	8,553 +593	+7%	+$96.9K	0.11%	161
2020 Q4	$1.19M	Buy	7,960 +172	+2%	+$25.1K	0.09%	196
2020 Q3	$1.15M	Buy	7,788 +507	+7%	+$74.9K	0.1%	192
2020 Q2	$1.09M	Sell	7,281 -33	-0.5%	-$4.66K	0.1%	172
2020 Q1	$968K	Sell	7,314 -1,960	-21%	-$326K	0.11%	168
2019 Q4	$1.64M	Sell	9,274 -550	-6%	-$98.7K	0.15%	129
2019 Q3	$1.79M	Sell	9,824 -495	-5%	-$91.9K	0.19%	106
2019 Q2	$1.88M	Buy	10,319 +1,356	+15%	+$233K	0.2%	109
2019 Q1	$1.52M	Buy	8,963 +811	+10%	+$137K	0.17%	117
2018 Q4	$1.28M	Buy	+8,152	New	+$1.46M	0.16%	126

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

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

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

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

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

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

Mid Atlantic Financial Management's GD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its General Dynamics (GD) stake by 5.9% in Q3 2021, selling an estimated $100K and leaving 8,169 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #166.

Mid Atlantic Financial Management first reported a position in GD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2019. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Mid Atlantic Financial Management held 8,169 shares of General Dynamics worth $1.6M as of Q3 2021.
Mid Atlantic Financial Management sold 513 General Dynamics shares in Q3 2021, an estimated $100K.
General Dynamics made up 0.11% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #166 holding.
Mid Atlantic Financial Management first reported a position in General Dynamics in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's General Dynamics position peaked at $1.88M in Q2 2019.
1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.