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Spearhead Capital Advisors’s General Dynamics GD Stock Holding History

Spearhead Capital 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
2021
Q1 		– Sell
-40,104
Closed -$5.97M – 197
2020
Q4 		$5.97M Buy
40,104
+3,927
+11% +$574K 0.95% 53
2020
Q3 		$5.01M Buy
36,177
+1,157
+3% +$171K 0.96% 52
2020
Q2 		$5.23M Buy
35,020
+4,355
+14% +$615K 1.12% 44
2020
Q1 		$4.06M Buy
30,665
+8,835
+40% +$1.47M 1.17% 50
2019
Q4 		$3.85M Sell
21,830
-1,471
-6% -$264K 0.96% 54
2019
Q3 		$4.26M Buy
23,301
+1,026
+5% +$191K 1.19% 47
2019
Q2 		$4.05M Buy
22,275
+2,256
+11% +$388K 1.19% 48
2019
Q1 		$3.39M Buy
20,019
+10,848
+118% +$1.83M 1.02% 53
2018
Q4 		$1.44M Sell
9,171
-6,524
-42% -$1.17M 0.62% 51
2018
Q3 		$3.25M Buy
15,695
+720
+5% +$141K 1.09% 50
2018
Q2 		$2.79M Sell
14,975
-263
-2% -$53.9K 1% 55
2018
Q1 		$3.37M Buy
15,238
+8,873
+139% +$1.93M 1.31% 13
2017
Q4 		$1.29M Buy
+6,365
New +$1.3M 0.63% 50

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spearhead Capital Advisors's GD Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of General Dynamics (GD) in Q1 2021, closing a stake of 40,104 shares — an estimated $5.97M sold.

Spearhead Capital Advisors first reported a position in GD in Q4 2017 and held it in 13 quarters. The position peaked at $5.97M in Q4 2020. 1,258 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Spearhead Capital Advisors reported no remaining General Dynamics position as of Q1 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 40,104 General Dynamics shares in Q1 2021, an estimated $5.97M.
  • Spearhead Capital Advisors first reported a position in General Dynamics in Q4 2017 and held it in 13 quarters.
  • Spearhead Capital Advisors's General Dynamics position peaked at $5.97M in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.