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Rikoon Group’s General Dynamics GD Stock Holding History

Rikoon Group’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
Q1 		$349K Buy
1,924
+31
+2% +$5.07K 0.09% 184
2020
Q4 		$282K Sell
1,893
-165
-8% -$24.1K 0.08% 194
2020
Q3 		$285K Buy
2,058
+1
+0% +$148 0.09% 178
2020
Q2 		$307K Buy
2,057
+2
+0.1% +$282 0.1% 156
2020
Q1 		$272K Buy
2,055
+13
+0.6% +$2.16K 0.11% 151
2019
Q4 		$360K Buy
2,042
+1
+0% +$180 0.12% 149
2019
Q3 		$373K Buy
2,041
+1
+0% +$186 0.14% 143
2019
Q2 		$371K Buy
2,040
+86
+4% +$14.8K 0.14% 144
2019
Q1 		$331K Sell
1,954
-208
-10% -$35K 0.12% 147
2018
Q4 		$340K Buy
2,162
+15
+0.7% +$2.69K 0.14% 141
2018
Q3 		$439K Sell
2,147
-26
-1% -$5.09K 0.16% 128
2018
Q2 		$405K Sell
2,173
-95
-4% -$19.5K 0.15% 132
2018
Q1 		$496K Buy
+2,268
New +$493K 0.2% 114

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rikoon Group's GD Position: Q1 2021 in Review

Rikoon Group increased its General Dynamics (GD) stake by 1.6% in Q1 2021, buying an estimated $5.07K and bringing the position to 1,924 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #184.

Rikoon Group first reported a position in GD in Q1 2018 and has held it in 13 quarters since. The position peaked at $496K in Q1 2018. 1,258 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Rikoon Group held 1,924 shares of General Dynamics worth $349K as of Q1 2021.
  • Rikoon Group bought 31 General Dynamics shares in Q1 2021, an estimated $5.07K.
  • General Dynamics made up 0.09% of Rikoon Group's portfolio in Q1 2021, its #184 holding.
  • Rikoon Group first reported a position in General Dynamics in Q1 2018 and has held it in 13 quarters since.
  • Rikoon Group's General Dynamics position peaked at $496K in Q1 2018.
  • 1,258 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.