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Planning Capital Management Corporation’s General Dynamics GD Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$3.56M Sell
11,772
-480
-4% -$141K 2.36% 17
2024
Q2 		$3.55M Sell
12,252
-380
-3% -$111K 2.51% 13
2024
Q1 		$3.57M Buy
12,632
+1,107
+10% +$296K 2.61% 16
2023
Q4 		$2.99M Buy
+11,525
New +$2.81M 2.34% 18

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Planning Capital Management Corporation's GD Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its General Dynamics (GD) stake by 3.9% in Q3 2024, selling an estimated $141K and leaving 11,772 shares worth $3.56M. The position accounts for 2.36% of the portfolio, ranked #17.

Planning Capital Management Corporation first reported a position in GD in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.57M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Planning Capital Management Corporation held 11,772 shares of General Dynamics worth $3.56M as of Q3 2024.
  • Planning Capital Management Corporation sold 480 General Dynamics shares in Q3 2024, an estimated $141K.
  • General Dynamics made up 2.36% of Planning Capital Management Corporation's portfolio in Q3 2024, its #17 holding.
  • Planning Capital Management Corporation first reported a position in General Dynamics in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's General Dynamics position peaked at $3.57M in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.