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Syverson Strege & Co’s General Dynamics GD Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-7
Closed -$1.6K – 276
2023
Q1 		$1.6K Buy
+7
New +$1.62K ﹤0.01% 531
2022
Q3 		– Sell
-77
Closed -$17K – 302
2022
Q2 		$17K Buy
77
+38
+97% +$8.74K 0.01% 189
2022
Q1 		$9K Buy
+39
New +$8.66K 0.01% 202

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Syverson Strege & Co's GD Position: Q2 2023 in Review

Syverson Strege & Co sold out of General Dynamics (GD) in Q2 2023, closing a stake of 7 shares — an estimated $1.6K sold.

Syverson Strege & Co first reported a position in GD in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • Syverson Strege & Co reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 7 General Dynamics shares in Q2 2023, an estimated $1.6K.
  • Syverson Strege & Co first reported a position in General Dynamics in Q1 2022 and held it in 3 quarters.
  • Syverson Strege & Co's General Dynamics position peaked at $17K in Q2 2022.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.