OFW
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Omnia Family Wealth’s General Dynamics GD Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-12
Closed -$2K – 259
2019
Q1 		$2K Hold
12
– – ﹤0.01% 458
2018
Q4 		$2K Sell
12
-668
-98% -$120K ﹤0.01% 408
2018
Q3 		$139K Sell
680
-46
-6% -$9K 0.06% 102
2018
Q2 		$135K Hold
726
– – 0.06% 103
2018
Q1 		$160K Sell
726
-109
-13% -$23.7K 0.07% 95
2017
Q4 		$170K Buy
835
+109
+15% +$22.3K 0.08% 96
2017
Q3 		$149K Sell
726
-26
-3% -$5.21K 0.07% 104
2017
Q2 		$149K Sell
752
-250
-25% -$49K 0.07% 102
2017
Q1 		$188K Buy
1,002
+2
+0.2% +$370 0.09% 91
2016
Q4 		$173K Buy
+1,000
New +$164K 0.09% 93

Other funds holding GD

LAMI
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return