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Whitegate Investment Counselors’s General Dynamics GD Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-9,152
Closed -$1.79M – 114
2021
Q3 		$1.79M Sell
9,152
-16
-0.2% -$3.13K 0.25% 87
2021
Q2 		$1.73M Hold
9,168
– – 0.24% 85
2021
Q1 		$1.67M Sell
9,168
-310
-3% -$50.6K 0.25% 84
2020
Q4 		$1.41M Sell
9,478
-35
-0.4% -$5.12K 0.23% 87
2020
Q3 		$1.32M Buy
9,513
+390
+4% +$57.6K 0.24% 84
2020
Q2 		$1.36M Buy
9,123
+150
+2% +$21.2K 0.27% 82
2020
Q1 		$1.19M Sell
8,973
-495
-5% -$82.2K 0.29% 81
2019
Q4 		$1.67M Buy
9,468
+1
+0% +$180 0.3% 81
2019
Q3 		$1.73M Sell
9,467
-46
-0.5% -$8.54K 0.34% 77
2019
Q2 		$1.73M Buy
9,513
+280
+3% +$48.2K 0.35% 78
2019
Q1 		$1.56M Buy
9,233
+165
+2% +$27.8K 0.32% 79
2018
Q4 		$1.43M Buy
9,068
+570
+7% +$102K 0.33% 78
2018
Q3 		$1.74M Sell
8,498
-525
-6% -$103K 0.36% 82
2018
Q2 		$1.68M Buy
9,023
+205
+2% +$42K 0.34% 80
2018
Q1 		$1.95M Sell
8,818
-150
-2% -$32.6K 0.42% 77
2017
Q4 		$1.82M Hold
8,968
– – 0.38% 79
2017
Q3 		$1.84M Sell
8,968
-140
-2% -$28.1K 0.41% 79
2017
Q2 		$1.8M Sell
9,108
-200
-2% -$39.2K 0.41% 78
2017
Q1 		$1.74M Sell
9,308
-802
-8% -$148K 0.42% 77
2016
Q4 		$1.75M Sell
10,110
-200
-2% -$32.7K 0.47% 72
2016
Q3 		$1.6M Buy
10,310
+3,360
+48% +$501K 0.43% 72
2016
Q2 		$968K Buy
+6,950
New +$969K 0.27% 86
2014
Q1 		$883K Buy
+6,725
New +$696K 0.24% 90

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitegate Investment Counselors's GD Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of General Dynamics (GD) in Q4 2021, closing a stake of 9,152 shares — an estimated $1.79M sold.

Whitegate Investment Counselors first reported a position in GD in Q1 2014 and held it in 23 quarters. The position peaked at $1.95M in Q1 2018. 1,415 funds tracked by Wall St. Rank hold GD as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining General Dynamics position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 9,152 General Dynamics shares in Q4 2021, an estimated $1.79M.
  • Whitegate Investment Counselors first reported a position in General Dynamics in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's General Dynamics position peaked at $1.95M in Q1 2018.
  • 1,415 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.