Poehling Capital Management’s General Dynamics GD Stock Holding History

Poehling 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
2021 Q3	–	Sell	-2,697	Closed	-$508K	–	139
2021 Q2	$508K	Sell	2,697 -39	-1%	-$7.35K	0.16%	102
2021 Q1	$497K	Sell	2,736 -1,237	-31%	-$202K	0.17%	107
2020 Q4	$591K	Buy	3,973 +332	+9%	+$48.5K	0.23%	89
2020 Q3	$504K	Buy	3,641 +262	+8%	+$38.7K	0.26%	79
2020 Q2	$505K	Buy	+3,379	New	+$477K	0.27%	76
2018 Q3	–	Sell	-40	Closed	-$7K	–	171
2018 Q2	$7K	Hold	40	–	–	0.01%	244
2018 Q1	$9K	Buy	+40	New	+$8.7K	0.01%	240

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Poehling Capital Management's GD Position: Q3 2021 in Review

Poehling Capital Management sold out of General Dynamics (GD) in Q3 2021, closing a stake of 2,697 shares — an estimated $508K sold.

Poehling Capital Management first reported a position in GD in Q1 2018 and held it in 7 quarters. The position peaked at $591K in Q4 2020. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Poehling Capital Management reported no remaining General Dynamics position as of Q3 2021 after selling out during the quarter.
Poehling Capital Management sold 2,697 General Dynamics shares in Q3 2021, an estimated $508K.
Poehling Capital Management first reported a position in General Dynamics in Q1 2018 and held it in 7 quarters.
Poehling Capital Management's General Dynamics position peaked at $591K in Q4 2020.
1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Poehling Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.