Private Ocean’s General Dynamics GD Stock Holding History

Private Ocean’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 Q2	–	Sell	-42	Closed	-$11.9K	–	645
2024 Q1	$11.9K	Hold	42	–	–	﹤0.01%	349
2023 Q4	$10.9K	Hold	42	–	–	﹤0.01%	357
2023 Q3	$9.28K	Hold	42	–	–	﹤0.01%	361
2023 Q2	$9.04K	Hold	42	–	–	﹤0.01%	395
2023 Q1	$9.59K	Buy	+42	New	+$9.7K	﹤0.01%	399
2022 Q4	–	Sell	-50	Closed	-$10K	–	583
2022 Q3	$10K	Buy	+50	New	+$11.3K	﹤0.01%	365
2019 Q3	–	Sell	-47	Closed	-$8K	–	612
2019 Q2	$8K	Buy	47 +1	+2%	+$172	﹤0.01%	354
2019 Q1	$8K	Hold	46	–	–	﹤0.01%	339
2018 Q4	$7K	Hold	46	–	–	﹤0.01%	287
2018 Q3	$9K	Hold	46	–	–	﹤0.01%	261
2018 Q2	$8K	Buy	46 +1	+2%	+$205	﹤0.01%	291
2018 Q1	$10K	Sell	45 -8	-15%	-$1.74K	﹤0.01%	299
2017 Q4	$11K	Buy	+53	New	+$10.8K	0.01%	222

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Private Ocean's GD Position: Q2 2024 in Review

Private Ocean sold out of General Dynamics (GD) in Q2 2024, closing a stake of 42 shares — an estimated $11.9K sold.

Private Ocean first reported a position in GD in Q4 2017 and held it in 13 quarters. The position peaked at $11.9K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Private Ocean reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 42 General Dynamics shares in Q2 2024, an estimated $11.9K.
Private Ocean first reported a position in General Dynamics in Q4 2017 and held it in 13 quarters.
Private Ocean's General Dynamics position peaked at $11.9K in Q1 2024.
1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.