Tiedemann Advisors’s General Dynamics GD Stock Holding History

Tiedemann 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
2023 Q3	$289K	Sell	1,310 -115	-8%	-$25.4K	0.01%	225
2023 Q2	$307K	Buy	+1,425	New	+$307K	0.01%	202
2023 Q1	–	Sell	-1,025	Closed	-$254K	–	256
2022 Q4	$254K	Buy	+1,025	New	+$250K	0.01%	209
2017 Q4	–	Sell	-1,836	Closed	-$296K	–	266
2017 Q3	$296K	Sell	1,836 -1,925	-51%	-$386K	0.03%	284
2017 Q2	$745K	Buy	3,761 +703	+23%	+$138K	0.05%	257
2017 Q1	$572K	Buy	3,058 +1,354	+79%	+$250K	0.05%	252
2016 Q4	$294K	Buy	+1,704	New	+$279K	0.03%	264

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tiedemann Advisors's GD Position: Q3 2023 in Review

Tiedemann Advisors reduced its General Dynamics (GD) stake by 8.1% in Q3 2023, selling an estimated $25.4K and leaving 1,310 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #225.

Tiedemann Advisors first reported a position in GD in Q4 2016 and has held it in 7 quarters since. The position peaked at $745K in Q2 2017. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

Tiedemann Advisors held 1,310 shares of General Dynamics worth $289K as of Q3 2023.
Tiedemann Advisors sold 115 General Dynamics shares in Q3 2023, an estimated $25.4K.
General Dynamics made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #225 holding.
Tiedemann Advisors first reported a position in General Dynamics in Q4 2016 and has held it in 7 quarters since.
Tiedemann Advisors's General Dynamics position peaked at $745K in Q2 2017.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.