Squar Milner Financial Services’s General Dynamics GD Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-2,967	Closed	-$443K	–	69
2020 Q2	$443K	Buy	2,967 +120	+4%	+$16.9K	0.25%	106
2020 Q1	$376K	Buy	2,847 +2,226	+358%	+$370K	0.23%	102
2019 Q4	$109K	Sell	621 -2,372	-79%	-$426K	0.05%	307
2019 Q3	$414K	Buy	2,993 +2,466	+468%	+$458K	0.21%	122
2019 Q2	$96K	Hold	527	–	–	0.06%	280
2019 Q1	$89K	Hold	527	–	–	0.07%	269
2018 Q4	$83K	Buy	527 +24	+5%	+$4.3K	0.08%	244
2018 Q3	$103K	Sell	503 -193	-28%	-$37.8K	0.09%	237
2018 Q2	$130K	Buy	+696	New	+$143K	0.11%	214

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's GD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of General Dynamics (GD) in Q3 2020, closing a stake of 2,967 shares — an estimated $443K sold.

Squar Milner Financial Services first reported a position in GD in Q2 2018 and held it in 9 quarters. The position peaked at $443K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Squar Milner Financial Services reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,967 General Dynamics shares in Q3 2020, an estimated $443K.
Squar Milner Financial Services first reported a position in General Dynamics in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's General Dynamics position peaked at $443K in Q2 2020.
1,131 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.