Security National Trust’s General Dynamics GD Stock Holding History

Security National Trust’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 Q3	$28K	Hold	150	–	–	0.01%	303
2021 Q2	$28K	Hold	150	–	–	0.01%	311
2021 Q1	$27K	Sell	150 -22	-13%	-$3.59K	0.01%	311
2020 Q4	$26K	Hold	172	–	–	0.01%	301
2020 Q3	$24K	Sell	172 -101	-37%	-$14.9K	0.01%	297
2020 Q2	$41K	Buy	273 +50	+22%	+$7.06K	0.01%	265
2020 Q1	$30K	Buy	223 +123	+123%	+$20.4K	0.01%	279
2019 Q4	$18K	Hold	100	–	–	0.01%	329
2019 Q3	$18K	Hold	100	–	–	0.01%	292
2019 Q2	$18K	Hold	100	–	–	0.01%	295
2019 Q1	$17K	Buy	+100	New	+$16.8K	0.01%	301
2018 Q2	–	Sell	-165	Closed	-$36K	–	393
2018 Q1	$36K	Sell	165 -40	-20%	-$8.7K	0.01%	274
2017 Q4	$42K	Hold	205	–	–	0.01%	269
2017 Q3	$42K	Hold	205	–	–	0.01%	272
2017 Q2	$41K	Sell	205 -60	-23%	-$11.8K	0.01%	289
2017 Q1	$50K	Sell	265 -20	-7%	-$3.7K	0.02%	276
2016 Q4	$50K	Sell	285 -30	-10%	-$4.91K	0.02%	274
2016 Q3	$49K	Sell	315 -96	-23%	-$14.3K	0.02%	278
2016 Q2	$57K	Buy	411 +150	+57%	+$20.9K	0.02%	259
2016 Q1	$34K	Hold	261	–	–	0.01%	293
2015 Q4	$36K	Hold	261	–	–	0.01%	288
2015 Q3	$36K	Buy	+261	New	+$37.8K	0.01%	295
2015 Q1	–	Sell	-20	Closed	-$3K	–	487
2014 Q4	$3K	Hold	20	–	–	﹤0.01%	481
2014 Q3	$3K	Hold	20	–	–	﹤0.01%	492
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	504
2014 Q1	$2K	Hold	20	–	–	﹤0.01%	504
2013 Q4	$2K	Hold	20	–	–	﹤0.01%	500
2013 Q3	$2K	Buy	+20	New	+$1.7K	﹤0.01%	486

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Security National Trust's GD Position: Q3 2021 in Review

Security National Trust held its General Dynamics (GD) position steady in Q3 2021 at 150 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #303.

Security National Trust first reported a position in GD in Q3 2013 and has held it in 28 quarters since. The position peaked at $57K in Q2 2016. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Security National Trust held 150 shares of General Dynamics worth $28K as of Q3 2021.
Security National Trust left its General Dynamics share count unchanged in Q3 2021.
General Dynamics made up 0.01% of Security National Trust's portfolio in Q3 2021, its #303 holding.
Security National Trust first reported a position in General Dynamics in Q3 2013 and has held it in 28 quarters since.
Security National Trust's General Dynamics position peaked at $57K in Q2 2016.
1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.