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Northstar Wealth Partners’s General Dynamics GD Stock Holding History

Northstar Wealth Partners’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 		$530K Sell
3,835
-6
-0.2% -$886 0.25% 86
2020
Q2 		$574K Buy
3,841
+1,090
+40% +$154K 0.24% 97
2020
Q1 		$364K Buy
2,751
+44
+2% +$7.31K 0.18% 110
2019
Q4 		$477K Buy
2,707
+123
+5% +$22.1K 0.2% 115
2019
Q3 		$472K Buy
2,584
+25
+1% +$4.64K 0.21% 113
2019
Q2 		$465K Buy
2,559
+80
+3% +$13.8K 0.21% 115
2019
Q1 		$420K Buy
2,479
+15
+0.6% +$2.53K 0.19% 118
2018
Q4 		$387K Hold
2,464
– – 0.2% 115
2018
Q3 		$504K Buy
2,464
+417
+20% +$81.6K 0.24% 103
2018
Q2 		$381K Hold
2,047
– – 0.19% 127
2018
Q1 		$452K Sell
2,047
-4,399
-68% -$957K 0.23% 115
2017
Q4 		$1.32M Sell
6,446
-49
-0.8% -$10K 1.17% 26
2017
Q3 		$1.39M Buy
6,495
+190
+3% +$38.1K 1.35% 21
2017
Q2 		$1.27M Buy
6,305
+195
+3% +$38.2K 1.16% 25
2017
Q1 		$1.14M Buy
+6,110
New +$1.13M 1.06% 28

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Northstar Wealth Partners's GD Position: Q3 2020 in Review

Northstar Wealth Partners reduced its General Dynamics (GD) stake by 0.16% in Q3 2020, selling an estimated $886 and leaving 3,835 shares worth $530K. The position accounts for 0.25% of the portfolio, ranked #86.

Northstar Wealth Partners first reported a position in GD in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.39M in Q3 2017. 1,131 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • Northstar Wealth Partners held 3,835 shares of General Dynamics worth $530K as of Q3 2020.
  • Northstar Wealth Partners sold 6 General Dynamics shares in Q3 2020, an estimated $886.
  • General Dynamics made up 0.25% of Northstar Wealth Partners's portfolio in Q3 2020, its #86 holding.
  • Northstar Wealth Partners first reported a position in General Dynamics in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's General Dynamics position peaked at $1.39M in Q3 2017.
  • 1,131 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.