Sullivan, Bruyette, Speros & Blaney’s General Dynamics GD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q2	–	Sell	-1,042	Closed	-$138K	–	328
2020 Q1	$138K	Sell	1,042 -284	-21%	-$47.2K	0.01%	257
2019 Q4	$234K	Sell	1,326 -7	-0.5%	-$1.26K	0.01%	225
2019 Q3	$244K	Buy	1,333 +38	+3%	+$7.06K	0.01%	207
2019 Q2	$236K	Buy	1,295 +50	+4%	+$8.61K	0.01%	209
2019 Q1	$211K	Buy	+1,245	New	+$210K	0.01%	203
2018 Q4	–	Sell	-1,057	Closed	-$216K	–	198
2018 Q3	$216K	Buy	+1,057	New	+$207K	0.02%	156
2018 Q2	–	Sell	-1,140	Closed	-$252K	–	169
2018 Q1	$252K	Buy	1,140 +3	+0.3%	+$653	0.02%	144
2017 Q4	$231K	Buy	1,137 +4	+0.4%	+$817	0.02%	154
2017 Q3	$233K	Buy	+1,133	New	+$227K	0.02%	145

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's GD Position: Q2 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of General Dynamics (GD) in Q2 2020, closing a stake of 1,042 shares — an estimated $138K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in GD in Q3 2017 and held it in 9 quarters. The position peaked at $252K in Q1 2018. 1,155 funds tracked by Wall St. Rank hold GD as of Q2 2020.

Sullivan, Bruyette, Speros & Blaney reported no remaining General Dynamics position as of Q2 2020 after selling out during the quarter.
Sullivan, Bruyette, Speros & Blaney sold 1,042 General Dynamics shares in Q2 2020, an estimated $138K.
Sullivan, Bruyette, Speros & Blaney first reported a position in General Dynamics in Q3 2017 and held it in 9 quarters.
Sullivan, Bruyette, Speros & Blaney's General Dynamics position peaked at $252K in Q1 2018.
1,155 funds tracked by Wall St. Rank held General Dynamics as of Q2 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q2 2020, filed 12 Aug 2020.