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Surevest’s General Dynamics GD Stock Holding History

Surevest’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
2022
Q3 		$3.6M Sell
16,975
-17
-0.1% -$3.84K 0.98% 36
2022
Q2 		$3.76M Buy
16,992
+232
+1% +$53.4K 0.99% 40
2022
Q1 		$4.04M Sell
16,760
-7,450
-31% -$1.65M 0.98% 34
2021
Q4 		$5.05M Sell
24,210
-804
-3% -$162K 1.2% 33
2021
Q3 		$4.9M Buy
25,014
+1,353
+6% +$265K 1.24% 24
2021
Q2 		$4.45M Sell
23,661
-1,333
-5% -$251K 1.16% 41
2021
Q1 		$4.54M Buy
24,994
+426
+2% +$69.6K 1.37% 29
2020
Q4 		$3.66M Buy
24,568
+1,603
+7% +$234K 1.22% 51
2020
Q3 		$3.18M Buy
22,965
+1,808
+9% +$267K 1.25% 52
2020
Q2 		$3.16M Buy
21,157
+3,195
+18% +$451K 1.4% 27
2020
Q1 		$2.38M Buy
17,962
+6,485
+57% +$1.08M 1.29% 38
2019
Q4 		$2.02M Buy
11,477
+3,516
+44% +$631K 0.86% 54
2019
Q3 		$1.46M Buy
7,961
+852
+12% +$158K 0.72% 62
2019
Q2 		$1.29M Buy
7,109
+3,115
+78% +$536K 0.67% 57
2019
Q1 		$676K Buy
3,994
+1,974
+98% +$333K 0.42% 77
2018
Q4 		$318K Buy
+2,020
New +$362K 0.25% 77

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's GD Position: Q3 2022 in Review

Surevest reduced its General Dynamics (GD) stake by 0.1% in Q3 2022, selling an estimated $3.84K and leaving 16,975 shares worth $3.6M. The position accounts for 0.98% of the portfolio, ranked #36.

Surevest first reported a position in GD in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.05M in Q4 2021. 1,437 funds tracked by Wall St. Rank hold GD as of Q3 2022.

  • Surevest held 16,975 shares of General Dynamics worth $3.6M as of Q3 2022.
  • Surevest sold 17 General Dynamics shares in Q3 2022, an estimated $3.84K.
  • General Dynamics made up 0.98% of Surevest's portfolio in Q3 2022, its #36 holding.
  • Surevest first reported a position in General Dynamics in Q4 2018 and has held it in 16 quarters since.
  • Surevest's General Dynamics position peaked at $5.05M in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.