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USCA RIA’s General Dynamics GD Stock Holding History

USCA RIA’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
2021
Q2 		$3.13M Buy
16,620
+406
+3% +$76.6K 0.19% 151
2021
Q1 		$2.94M Buy
16,214
+14,392
+790% +$2.35M 0.19% 158
2020
Q4 		$271K Sell
1,822
-11
-0.6% -$1.61K 0.02% 422
2020
Q3 		$254K Hold
1,833
– – 0.02% 390
2020
Q2 		$274K Sell
1,833
-49
-3% -$6.92K 0.02% 365
2020
Q1 		$249K Sell
1,882
-311
-14% -$51.7K 0.03% 349
2019
Q4 		$387K Sell
2,193
-14,188
-87% -$2.55M 0.03% 364
2019
Q3 		$2.99M Buy
16,381
+70
+0.4% +$13K 0.29% 105
2019
Q2 		$2.97M Buy
+16,311
New +$2.81M 0.3% 102
2018
Q4 		– Sell
-2,498
Closed -$511K – 441
2018
Q3 		$511K Buy
2,498
+657
+36% +$129K 0.05% 308
2018
Q2 		$343K Sell
1,841
-198
-10% -$40.5K 0.04% 356
2018
Q1 		$450K Sell
2,039
-720
-26% -$157K 0.05% 311
2017
Q4 		$561K Buy
2,759
+1,278
+86% +$261K 0.06% 279
2017
Q3 		$293K Hold
1,481
– – 0.04% 350
2017
Q2 		$293K Hold
1,481
– – 0.04% 353
2017
Q1 		$277K Buy
+1,481
New +$274K 0.04% 356
2016
Q4 		– Sell
-18,351
Closed -$2.85M – 382
2016
Q3 		$2.85M Buy
18,351
+327
+2% +$48.7K 0.47% 56
2016
Q2 		$2.51M Buy
18,024
+2,500
+16% +$348K 0.42% 63
2016
Q1 		$2.04M Buy
+15,524
New +$2.06M 0.37% 75

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 $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USCA RIA's GD Position: Q2 2021 in Review

USCA RIA increased its General Dynamics (GD) stake by 2.5% in Q2 2021, buying an estimated $76.6K and bringing the position to 16,620 shares worth $3.13M. The position accounts for 0.19% of the portfolio, ranked #151.

USCA RIA first reported a position in GD in Q1 2016 and has held it in 19 quarters since. 1,286 funds tracked by Wall St. Rank hold GD as of Q2 2021.

  • USCA RIA held 16,620 shares of General Dynamics worth $3.13M as of Q2 2021.
  • USCA RIA bought 406 General Dynamics shares in Q2 2021, an estimated $76.6K.
  • General Dynamics made up 0.19% of USCA RIA's portfolio in Q2 2021, its #151 holding.
  • USCA RIA first reported a position in General Dynamics in Q1 2016 and has held it in 19 quarters since.
  • 1,286 funds tracked by Wall St. Rank held General Dynamics as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.