RIM
GD icon

Rockbridge Investment Management’s General Dynamics GD Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-291
Closed -$75.6K – 312
2023
Q4 		$75.6K Buy
+291
New +$71K 0.01% 199
2022
Q3 		– Sell
-304
Closed -$67.3K – 294
2022
Q2 		$67.3K Sell
304
-29
-9% -$6.67K 0.01% 191
2022
Q1 		$80.8K Buy
333
+17
+5% +$3.77K 0.01% 236
2021
Q4 		$66K Hold
316
– – 0.01% 311
2021
Q3 		$62K Buy
316
+14
+5% +$2.74K 0.01% 291
2021
Q2 		$57K Hold
302
– – 0.01% 295
2021
Q1 		$55K Sell
302
-57
-16% -$9.31K 0.01% 278
2020
Q4 		$53K Buy
359
+70
+24% +$10.2K 0.01% 275
2020
Q3 		$40K Hold
289
– – 0.01% 294
2020
Q2 		$43K Buy
+289
New +$40.8K 0.01% 246

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return