Westbourne Investment Advisors’s General Dynamics GD Stock Holding History

Westbourne Investment 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
2020 Q3	–	Sell	-1,510	Closed	-$226K	–	50
2020 Q2	$226K	Sell	1,510 -210	-12%	-$29.7K	0.28%	46
2020 Q1	$228K	Sell	1,720 -370	-18%	-$61.5K	0.21%	75
2019 Q4	$369K	Hold	2,090	–	–	0.25%	74
2019 Q3	$382K	Hold	2,090	–	–	0.29%	74
2019 Q2	$380K	Sell	2,090 -650	-24%	-$112K	0.31%	66
2019 Q1	$464K	Hold	2,740	–	–	0.36%	63
2018 Q4	$431K	Buy	2,740 +630	+30%	+$113K	0.37%	64
2018 Q3	$432K	Buy	2,110 +275	+15%	+$53.8K	0.31%	68
2018 Q2	$342K	Buy	1,835 +235	+15%	+$48.1K	0.29%	73
2018 Q1	$353K	Sell	1,600 -760	-32%	-$165K	0.28%	83
2017 Q4	$480K	Buy	+2,360	New	+$482K	0.36%	70

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westbourne Investment Advisors's GD Position: Q3 2020 in Review

Westbourne Investment Advisors sold out of General Dynamics (GD) in Q3 2020, closing a stake of 1,510 shares — an estimated $226K sold.

Westbourne Investment Advisors first reported a position in GD in Q4 2017 and held it in 11 quarters. The position peaked at $480K in Q4 2017. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Westbourne Investment Advisors reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
Westbourne Investment Advisors sold 1,510 General Dynamics shares in Q3 2020, an estimated $226K.
Westbourne Investment Advisors first reported a position in General Dynamics in Q4 2017 and held it in 11 quarters.
Westbourne Investment Advisors's General Dynamics position peaked at $480K in Q4 2017.
1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Westbourne Investment Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.