Zeke Capital Advisors’s General Dynamics GD Stock Holding History

Zeke Capital 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
2022 Q4	$464K	Sell	1,869 -159	-8%	-$38.8K	0.03%	252
2022 Q3	$430K	Hold	2,028	–	–	0.03%	236
2022 Q2	$449K	Sell	2,028 -19	-0.9%	-$4.37K	0.03%	237
2022 Q1	$494K	Buy	+2,047	New	+$455K	0.02%	236
2020 Q1	–	Sell	-2,249	Closed	-$397K	–	347
2019 Q4	$397K	Hold	2,249	–	–	0.03%	424
2019 Q3	$411K	Sell	2,249 -2,076	-48%	-$386K	0.04%	403
2019 Q2	$786K	Sell	4,325 -11	-0.3%	-$1.89K	0.07%	237
2019 Q1	$734K	Buy	4,336 +1,635	+61%	+$275K	0.07%	259
2018 Q4	$425K	Hold	2,701	–	–	0.04%	365
2018 Q3	$553K	Hold	2,701	–	–	0.05%	384
2018 Q2	$503K	Sell	2,701 -4,767	-64%	-$976K	0.05%	301
2018 Q1	$1.65M	Buy	7,468 +4,669	+167%	+$1.02M	0.15%	115
2017 Q4	$569K	Sell	2,799 -1,755	-39%	-$359K	0.06%	269
2017 Q3	$936K	Buy	4,554 +1,860	+69%	+$373K	0.13%	127
2017 Q2	$534K	Buy	2,694 +1,055	+64%	+$207K	0.1%	125
2017 Q1	$307K	Buy	1,639 +262	+19%	+$48.4K	0.06%	178
2016 Q4	$238K	Buy	+1,377	New	+$225K	0.06%	162

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zeke Capital Advisors's GD Position: Q4 2022 in Review

Zeke Capital Advisors reduced its General Dynamics (GD) stake by 7.8% in Q4 2022, selling an estimated $38.8K and leaving 1,869 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #252.

Zeke Capital Advisors first reported a position in GD in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.65M in Q1 2018. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

Zeke Capital Advisors held 1,869 shares of General Dynamics worth $464K as of Q4 2022.
Zeke Capital Advisors sold 159 General Dynamics shares in Q4 2022, an estimated $38.8K.
General Dynamics made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #252 holding.
Zeke Capital Advisors first reported a position in General Dynamics in Q4 2016 and has held it in 17 quarters since.
Zeke Capital Advisors's General Dynamics position peaked at $1.65M in Q1 2018.
1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.