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Stokes Capital Advisors’s General Dynamics GD Stock Holding History

Stokes 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
2020
Q3 		– Sell
-11,272
Closed -$1.69M – 69
2020
Q2 		$1.69M Buy
11,272
+1,188
+12% +$168K 0.89% 44
2020
Q1 		$1.33M Buy
10,084
+240
+2% +$39.9K 0.8% 49
2019
Q4 		$1.74M Buy
9,844
+1,181
+14% +$212K 0.88% 45
2019
Q3 		$1.58M Buy
8,663
+405
+5% +$75.2K 0.86% 50
2019
Q2 		$1.5M Buy
8,258
+695
+9% +$120K 0.85% 51
2019
Q1 		$1.28M Buy
7,563
+815
+12% +$137K 0.77% 55
2018
Q4 		$1.06M Sell
6,748
-1,295
-16% -$232K 0.73% 55
2018
Q3 		$1.65M Buy
8,043
+405
+5% +$79.3K 1.01% 47
2018
Q2 		$1.42M Buy
7,638
+315
+4% +$64.5K 0.93% 53
2018
Q1 		$1.62M Buy
7,323
+954
+15% +$208K 1.06% 46
2017
Q4 		$1.3M Buy
+6,369
New +$1.3M 0.88% 50

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stokes Capital Advisors's GD Position: Q3 2020 in Review

Stokes Capital Advisors sold out of General Dynamics (GD) in Q3 2020, closing a stake of 11,272 shares — an estimated $1.69M sold.

Stokes Capital Advisors first reported a position in GD in Q4 2017 and held it in 11 quarters. The position peaked at $1.74M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • Stokes Capital Advisors reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
  • Stokes Capital Advisors sold 11,272 General Dynamics shares in Q3 2020, an estimated $1.69M.
  • Stokes Capital Advisors first reported a position in General Dynamics in Q4 2017 and held it in 11 quarters.
  • Stokes Capital Advisors's General Dynamics position peaked at $1.74M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Stokes Capital Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.