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Schechter Investment Advisors’s General Dynamics GD Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.46M Sell
5,350
-276
-5% -$71.7K 0.12% 171
2024
Q4 		$1.48M Sell
5,626
-984
-15% -$283K 0.11% 177
2024
Q3 		$2M Sell
6,610
-421
-6% -$124K 0.15% 135
2024
Q2 		$2.04M Buy
7,031
+204
+3% +$59.8K 0.15% 116
2024
Q1 		$1.93M Buy
6,827
+2,236
+49% +$598K 0.14% 127
2023
Q4 		$1.19M Buy
4,591
+49
+1% +$12K 0.1% 199
2023
Q3 		$1M Buy
4,542
+947
+26% +$209K 0.1% 219
2023
Q2 		$773K Sell
3,595
-236
-6% -$50.9K 0.07% 293
2023
Q1 		$874K Buy
3,831
+330
+9% +$76.2K 0.08% 285
2022
Q4 		$869K Sell
3,501
-74
-2% -$18.1K 0.08% 339
2022
Q3 		$758K Sell
3,575
-252
-7% -$56.9K 0.07% 375
2022
Q2 		$846K Sell
3,827
-816
-18% -$188K 0.08% 349
2022
Q1 		$1.12M Buy
4,643
+117
+3% +$26K 0.1% 267
2021
Q4 		$943K Buy
+4,526
New +$914K 0.09% 327

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schechter Investment Advisors's GD Position: Q1 2025 in Review

Schechter Investment Advisors reduced its General Dynamics (GD) stake by 4.9% in Q1 2025, selling an estimated $71.7K and leaving 5,350 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #171.

Schechter Investment Advisors first reported a position in GD in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.04M in Q2 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Schechter Investment Advisors held 5,350 shares of General Dynamics worth $1.46M as of Q1 2025.
  • Schechter Investment Advisors sold 276 General Dynamics shares in Q1 2025, an estimated $71.7K.
  • General Dynamics made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #171 holding.
  • Schechter Investment Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's General Dynamics position peaked at $2.04M in Q2 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.