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Norris Financial Group’s General Dynamics GD Stock Holding History

Norris Financial Group’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
2020
Q3 		– Sell
-3,357
Closed -$502K – 75
2020
Q2 		$502K Buy
+3,357
New +$474K 0.47% 44

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BlackRock
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norris Financial Group's GD Position: Q3 2020 in Review

Norris Financial Group sold out of General Dynamics (GD) in Q3 2020, closing a stake of 3,357 shares — an estimated $502K sold.

Norris Financial Group first reported a position in GD in Q2 2020 and held it in 1 quarter. The position peaked at $502K in Q2 2020. 1,130 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • Norris Financial Group reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
  • Norris Financial Group sold 3,357 General Dynamics shares in Q3 2020, an estimated $502K.
  • Norris Financial Group first reported a position in General Dynamics in Q2 2020 and held it in 1 quarter.
  • Norris Financial Group's General Dynamics position peaked at $502K in Q2 2020.
  • 1,130 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Norris Financial Group's 13F filing for Q3 2020, filed 2 Jun 2026.