Spotlight Asset Group’s General Dynamics GD Stock Holding History

Spotlight Asset 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
2024 Q2	$174K	Hold	601	–	–	0.12%	80
2024 Q1	$170K	Hold	601	–	–	0.12%	80
2023 Q4	$133K	Hold	601	–	–	0.12%	81
2023 Q3	$133K	Hold	601	–	–	0.12%	81
2023 Q2	$129K	Buy	+601	New	+$130K	0.12%	83
2021 Q3	$208K	Sell	1,062 -111	-9%	-$21.7K	0.1%	110
2021 Q2	$221K	Sell	1,173 -73	-6%	-$13.8K	0.09%	118
2021 Q1	$226K	Sell	1,246 -575	-32%	-$93.9K	0.09%	115
2020 Q4	$271K	Sell	1,821 -24	-1%	-$3.51K	0.1%	112
2020 Q3	$255K	Sell	1,845 -244	-12%	-$36K	0.1%	119
2020 Q2	$312K	Sell	2,089 -144	-6%	-$20.3K	0.13%	97
2020 Q1	$295K	Buy	2,233 +1	+0%	+$166	0.16%	84
2019 Q4	$315K	Buy	+2,232	New	+$401K	0.15%	85

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spotlight Asset Group's GD Position: Q2 2024 in Review

Spotlight Asset Group held its General Dynamics (GD) position steady in Q2 2024 at 601 shares worth $174K. The position accounts for 0.12% of the portfolio, ranked #80.

Spotlight Asset Group first reported a position in GD in Q4 2019 and has held it in 13 quarters since. The position peaked at $315K in Q4 2019. 1,768 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Spotlight Asset Group held 601 shares of General Dynamics worth $174K as of Q2 2024.
Spotlight Asset Group left its General Dynamics share count unchanged in Q2 2024.
General Dynamics made up 0.12% of Spotlight Asset Group's portfolio in Q2 2024, its #80 holding.
Spotlight Asset Group first reported a position in General Dynamics in Q4 2019 and has held it in 13 quarters since.
Spotlight Asset Group's General Dynamics position peaked at $315K in Q4 2019.
1,768 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.