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Steward Financial Group’s General Dynamics GD Stock Holding History

Steward 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
Q3 		$17K Buy
81
+28
+53% +$6.19K 0.01% 269
2023
Q2 		$11K Buy
+53
New +$11.4K ﹤0.01% 351
2022
Q3 		– Sell
-19
Closed -$4K – 558
2022
Q2 		$4K Buy
+19
New +$4.37K ﹤0.01% 381

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Financial Group's GD Position: Q3 2023 in Review

Steward Financial Group increased its General Dynamics (GD) stake by 53% in Q3 2023, buying an estimated $6.19K and bringing the position to 81 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #269.

Steward Financial Group first reported a position in GD in Q2 2022 and has held it in 3 quarters since. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • Steward Financial Group held 81 shares of General Dynamics worth $17K as of Q3 2023.
  • Steward Financial Group bought 28 General Dynamics shares in Q3 2023, an estimated $6.19K.
  • General Dynamics made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #269 holding.
  • Steward Financial Group first reported a position in General Dynamics in Q2 2022 and has held it in 3 quarters since.
  • 1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.