SF
GD icon

Safeguard Financial’s General Dynamics GD Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-162
Closed -$34K – 248
2023
Q2 		$34K Buy
+162
New +$35K 0.02% 197

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Financial's GD Position: Q3 2023 in Review

Safeguard Financial sold out of General Dynamics (GD) in Q3 2023, closing a stake of 162 shares — an estimated $34K sold.

Safeguard Financial first reported a position in GD in Q2 2023 and held it in 1 quarter. The position peaked at $34K in Q2 2023. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • Safeguard Financial reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 162 General Dynamics shares in Q3 2023, an estimated $34K.
  • Safeguard Financial first reported a position in General Dynamics in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's General Dynamics position peaked at $34K in Q2 2023.
  • 1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.