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Simplicity Solutions’s General Dynamics GD Stock Holding History

Simplicity Solutions’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
Q4 		$1.82M Buy
7,012
+394
+6% +$96.1K 0.05% 318
2023
Q3 		$1.46M Sell
6,618
-194
-3% -$42.9K 0.05% 343
2023
Q2 		$1.47M Sell
6,812
-952
-12% -$205K 0.04% 375
2023
Q1 		$1.77M Buy
7,764
+3,596
+86% +$831K 0.05% 338
2022
Q4 		$1.03M Buy
4,168
+203
+5% +$49.5K 0.14% 181
2022
Q3 		$841K Sell
3,965
-35
-0.9% -$7.91K 0.12% 211
2022
Q2 		$885K Buy
4,000
+641
+19% +$148K 0.11% 203
2022
Q1 		$810K Sell
3,359
-2,529
-43% -$562K 0.1% 210
2021
Q4 		$1.23M Buy
5,888
+3,244
+123% +$655K 0.14% 192
2021
Q3 		$518K Buy
2,644
+583
+28% +$114K 0.08% 276
2021
Q2 		$388K Buy
2,061
+534
+35% +$101K 0.08% 293
2021
Q1 		$277K Sell
1,527
-11,920
-89% -$1.95M 0.06% 371
2020
Q4 		$2M Buy
13,447
+993
+8% +$145K 0.03% 383
2020
Q3 		$1.72M Buy
12,454
+2,147
+21% +$317K 0.03% 364
2020
Q2 		$1.54M Buy
+10,307
New +$1.46M 0.03% 360
2020
Q1 		– Sell
-1,351
Closed -$238K – 794
2019
Q4 		$238K Buy
1,351
+5
+0.4% +$898 0.01% 747
2019
Q3 		$246K Sell
1,346
-26
-2% -$4.83K 0.01% 623
2019
Q2 		$249K Sell
1,372
-4,882
-78% -$840K 0.01% 556
2019
Q1 		$1.06M Buy
6,254
+3,232
+107% +$545K 0.06% 245
2018
Q4 		$475K Buy
3,022
+1,707
+130% +$306K 0.06% 322
2018
Q3 		$269K Sell
1,315
-451
-26% -$88.3K 0.02% 420
2018
Q2 		$330K Buy
+1,766
New +$362K 0.02% 334
2016
Q1 		– Sell
-28,718
Closed -$3.94M – 306
2015
Q4 		$3.94M Buy
+28,718
New +$4.1M 0.47% 51

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
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's GD Position: Q4 2023 in Review

Simplicity Solutions increased its General Dynamics (GD) stake by 6% in Q4 2023, buying an estimated $96.1K and bringing the position to 7,012 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #318.

Simplicity Solutions first reported a position in GD in Q4 2015 and has held it in 23 quarters since. The position peaked at $3.94M in Q4 2015. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Simplicity Solutions held 7,012 shares of General Dynamics worth $1.82M as of Q4 2023.
  • Simplicity Solutions bought 394 General Dynamics shares in Q4 2023, an estimated $96.1K.
  • General Dynamics made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #318 holding.
  • Simplicity Solutions first reported a position in General Dynamics in Q4 2015 and has held it in 23 quarters since.
  • Simplicity Solutions's General Dynamics position peaked at $3.94M in Q4 2015.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.