SBSB
GD icon

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 – 170
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 $9.56B AUM 25.94% 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 $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return