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Socha Financial Group’s General Dynamics GD Stock Holding History

Socha Financial Group’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
Q1 		– Sell
-1,872
Closed -$464K – 24
2022
Q4 		$464K Hold
1,872
– – 0.33% 14
2022
Q3 		$397K Hold
1,872
– – 0.34% 11
2022
Q2 		$414K Hold
1,872
– – 0.42% 8
2022
Q1 		$451K Hold
1,872
– – 0.37% 7
2021
Q4 		$390K Buy
+1,872
New +$378K 0.3% 12

Other funds holding GD

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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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Socha Financial Group's GD Position: Q1 2023 in Review

Socha Financial Group sold out of General Dynamics (GD) in Q1 2023, closing a stake of 1,872 shares — an estimated $464K sold.

Socha Financial Group first reported a position in GD in Q4 2021 and held it in 5 quarters. The position peaked at $464K in Q4 2022. 1,544 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • Socha Financial Group reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • Socha Financial Group sold 1,872 General Dynamics shares in Q1 2023, an estimated $464K.
  • Socha Financial Group first reported a position in General Dynamics in Q4 2021 and held it in 5 quarters.
  • Socha Financial Group's General Dynamics position peaked at $464K in Q4 2022.
  • 1,544 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Socha Financial Group's 13F filing for Q1 2023, filed 26 Apr 2023.