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YHB Investment Advisors’s General Dynamics GD Stock Holding History

YHB 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
2018
Q3 		– Sell
-3,393
Closed -$632K – 190
2018
Q2 		$632K Sell
3,393
-2,880
-46% -$590K 0.1% 129
2018
Q1 		$1.39M Hold
6,273
– – 0.24% 100
2017
Q4 		$1.28M Hold
6,273
– – 0.22% 102
2017
Q3 		$1.29M Buy
6,273
+2,844
+83% +$570K 0.23% 101
2017
Q2 		$679K Sell
3,429
-2,769
-45% -$542K 0.12% 119
2017
Q1 		$1.2M Buy
6,198
+69
+1% +$12.8K 0.23% 98
2016
Q4 		$1.06M Buy
+6,129
New +$1M 0.22% 101

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YHB Investment Advisors's GD Position: Q3 2018 in Review

YHB Investment Advisors sold out of General Dynamics (GD) in Q3 2018, closing a stake of 3,393 shares — an estimated $632K sold.

YHB Investment Advisors first reported a position in GD in Q4 2016 and held it in 7 quarters. The position peaked at $1.39M in Q1 2018. 1,109 funds tracked by Wall St. Rank hold GD as of Q3 2018.

  • YHB Investment Advisors reported no remaining General Dynamics position as of Q3 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 3,393 General Dynamics shares in Q3 2018, an estimated $632K.
  • YHB Investment Advisors first reported a position in General Dynamics in Q4 2016 and held it in 7 quarters.
  • YHB Investment Advisors's General Dynamics position peaked at $1.39M in Q1 2018.
  • 1,109 funds tracked by Wall St. Rank held General Dynamics as of Q3 2018.

Based on YHB Investment Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.