MAM
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Milestone Asset Management’s General Dynamics GD Stock Holding History

Milestone Asset 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
2024
Q3 		– Sell
-3,717
Closed -$1.08M – 208
2024
Q2 		$1.08M Sell
3,717
-1,353
-27% -$396K 0.27% 76
2024
Q1 		$1.43M Buy
+5,070
New +$1.36M 0.41% 60

Other funds holding GD

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Asset Management's GD Position: Q3 2024 in Review

Milestone Asset Management sold out of General Dynamics (GD) in Q3 2024, closing a stake of 3,717 shares — an estimated $1.08M sold.

Milestone Asset Management first reported a position in GD in Q1 2024 and held it in 2 quarters. The position peaked at $1.43M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Milestone Asset Management reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Milestone Asset Management sold 3,717 General Dynamics shares in Q3 2024, an estimated $1.08M.
  • Milestone Asset Management first reported a position in General Dynamics in Q1 2024 and held it in 2 quarters.
  • Milestone Asset Management's General Dynamics position peaked at $1.43M in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Milestone Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.