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Wintrust Investments’s General Dynamics GD Stock Holding History

Wintrust Investments’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
Q4 		$59K Buy
226
+122
+117% +$35.1K 0.05% 231
2024
Q3 		$31K Sell
104
-1,010
-91% -$297K 0.02% 393
2024
Q2 		$323K Buy
1,114
+83
+8% +$24.3K 0.03% 363
2024
Q1 		$291K Buy
1,031
+176
+21% +$47.1K 0.03% 383
2023
Q4 		$222K Buy
+855
New +$209K 0.02% 405
2023
Q3 		– Sell
-2,813
Closed -$605K – 419
2023
Q2 		$605K Buy
2,813
+430
+18% +$92.8K 0.06% 243
2023
Q1 		$544K Buy
2,383
+453
+23% +$105K 0.07% 198
2022
Q4 		$479K Buy
1,930
+942
+95% +$230K 0.06% 220
2022
Q3 		$210K Sell
988
-129
-12% -$29.1K 0.03% 370
2022
Q2 		$247K Buy
1,117
+116
+12% +$26.7K 0.03% 332
2022
Q1 		$241K Sell
1,001
-64
-6% -$14.2K 0.02% 357
2021
Q4 		$222K Buy
+1,065
New +$215K 0.02% 389
2020
Q2 		– Sell
-2,429
Closed -$321K – 361
2020
Q1 		$321K Sell
2,429
-232
-9% -$38.5K 0.05% 233
2019
Q4 		$469K Sell
2,661
-292
-10% -$52.4K 0.07% 214
2019
Q3 		$540K Sell
2,953
-781
-21% -$145K 0.08% 188
2019
Q2 		$679K Sell
3,734
-147
-4% -$25.3K 0.1% 159
2019
Q1 		$657K Sell
3,881
-385
-9% -$64.9K 0.11% 161
2018
Q4 		$671K Sell
4,266
-208
-5% -$37.3K 0.13% 141
2018
Q3 		$916K Buy
4,474
+132
+3% +$25.8K 0.15% 130
2018
Q2 		$809K Buy
+4,342
New +$889K 0.14% 143

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wintrust Investments's GD Position: Q4 2024 in Review

Wintrust Investments increased its General Dynamics (GD) stake by 117% in Q4 2024, buying an estimated $35.1K and bringing the position to 226 shares worth $59K. The position accounts for 0.05% of the portfolio, ranked #231.

Wintrust Investments first reported a position in GD in Q2 2018 and has held it in 20 quarters since. The position peaked at $916K in Q3 2018. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Wintrust Investments held 226 shares of General Dynamics worth $59K as of Q4 2024.
  • Wintrust Investments bought 122 General Dynamics shares in Q4 2024, an estimated $35.1K.
  • General Dynamics made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #231 holding.
  • Wintrust Investments first reported a position in General Dynamics in Q2 2018 and has held it in 20 quarters since.
  • Wintrust Investments's General Dynamics position peaked at $916K in Q3 2018.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.