Oakview Capital Management’s General Dynamics GD Stock Holding History

Oakview 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 Q2	–	Sell	-53,630	Closed	-$12.2M	–	15
2023 Q1	$12.2M	Buy	53,630 +10,676	+25%	+$2.47M	5.13%	12
2022 Q4	$10.7M	Sell	42,954 -4,944	-10%	-$1.21M	4.56%	13
2022 Q3	$10.2M	Buy	47,898 +1,083	+2%	+$245K	4.85%	11
2022 Q2	$10.4M	Buy	46,815 +1,136	+2%	+$261K	5.2%	12
2022 Q1	$11M	Sell	45,679 -51,356	-53%	-$11.4M	4.87%	14
2021 Q4	$20.2M	Sell	97,035 -2,291	-2%	-$463K	6.35%	10
2021 Q3	$19.5M	Buy	99,326 +10,768	+12%	+$2.11M	6.67%	9
2021 Q2	$16.7M	Buy	88,558 +5,093	+6%	+$960K	6.37%	9
2021 Q1	$15.2M	Buy	+83,465	New	+$13.6M	5.51%	10

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

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

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

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

Oakview Capital Management's GD Position: Q2 2023 in Review

Oakview Capital Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 53,630 shares — an estimated $12.2M sold.

Oakview Capital Management first reported a position in GD in Q1 2021 and held it in 9 quarters. The position peaked at $20.2M in Q4 2021. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Oakview Capital Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
Oakview Capital Management sold 53,630 General Dynamics shares in Q2 2023, an estimated $12.2M.
Oakview Capital Management first reported a position in General Dynamics in Q1 2021 and held it in 9 quarters.
Oakview Capital Management's General Dynamics position peaked at $20.2M in Q4 2021.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Oakview Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.