VitalStone Financial’s General Dynamics GD Stock Holding History

VitalStone Financial’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
2024 Q3	$31.7K	Buy	105 +1	+1%	+$294	0.02%	200
2024 Q2	$30.3K	Sell	104 -27	-21%	-$7.91K	0.02%	196
2024 Q1	$37K	Buy	131 +27	+26%	+$7.22K	0.03%	192
2023 Q4	$27K	Hold	104	–	–	0.02%	202
2023 Q3	$25K	Hold	104	–	–	0.02%	181
2023 Q2	$24K	Buy	104 +100	+2,500%	+$21.6K	0.01%	490
2023 Q1	$1K	Sell	4 -100	-96%	-$23.1K	﹤0.01%	327
2022 Q4	$26K	Buy	+104	New	+$25.4K	0.02%	231

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

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VitalStone Financial's GD Position: Q3 2024 in Review

VitalStone Financial increased its General Dynamics (GD) stake by 0.96% in Q3 2024, buying an estimated $294 and bringing the position to 105 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #200.

VitalStone Financial first reported a position in GD in Q4 2022 and has held it in 8 quarters since. The position peaked at $37K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold GD as of Q3 2024.

VitalStone Financial held 105 shares of General Dynamics worth $31.7K as of Q3 2024.
VitalStone Financial bought 1 General Dynamics share in Q3 2024, an estimated $294.
General Dynamics made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #200 holding.
VitalStone Financial first reported a position in General Dynamics in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's General Dynamics position peaked at $37K in Q1 2024.
1,801 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.