Monument Capital Management’s General Dynamics GD Stock Holding History

Monument Capital 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
2023 Q3	–	Sell	-10,354	Closed	-$2.23M	–	174
2023 Q2	$2.23M	Sell	10,354 -250	-2%	-$53.9K	0.71%	43
2023 Q1	$2.42M	Buy	+10,604	New	+$2.45M	0.81%	35
2018 Q4	–	Sell	-10,553	Closed	-$2.16M	–	185
2018 Q3	$2.16M	Buy	10,553 +1,168	+12%	+$229K	1.21%	39
2018 Q2	$1.75M	Sell	9,385 -880	-9%	-$180K	1.21%	45
2018 Q1	$2.25M	Buy	10,265 +470	+5%	+$102K	1.54%	21
2017 Q4	$1.99M	Buy	+9,795	New	+$2M	1.41%	30

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Monument Capital Management's GD Position: Q3 2023 in Review

Monument Capital Management sold out of General Dynamics (GD) in Q3 2023, closing a stake of 10,354 shares — an estimated $2.23M sold.

Monument Capital Management first reported a position in GD in Q4 2017 and held it in 6 quarters. The position peaked at $2.42M in Q1 2023. 1,517 funds tracked by Wall St. Rank hold GD as of Q3 2023.

Monument Capital Management reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
Monument Capital Management sold 10,354 General Dynamics shares in Q3 2023, an estimated $2.23M.
Monument Capital Management first reported a position in General Dynamics in Q4 2017 and held it in 6 quarters.
Monument Capital Management's General Dynamics position peaked at $2.42M in Q1 2023.
1,517 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.