ZIC
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ZWJ Investment Counsel’s General Dynamics GD Stock Holding History

ZWJ Investment Counsel’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
2023
Q4 		– Sell
-908
Closed -$201K – 198
2023
Q3 		$201K Buy
+908
New +$201K 0.01% 189
2018
Q1 		– Sell
-1,144
Closed -$233K – 206
2017
Q4 		$233K Sell
1,144
-31
-3% -$6.33K 0.02% 265
2017
Q3 		$242K Buy
1,175
+11
+0.9% +$2.2K 0.02% 257
2017
Q2 		$231K Sell
1,164
-5
-0.4% -$979 0.02% 274
2017
Q1 		$219K Buy
+1,169
New +$216K 0.02% 295

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ZWJ Investment Counsel's GD Position: Q4 2023 in Review

ZWJ Investment Counsel sold out of General Dynamics (GD) in Q4 2023, closing a stake of 908 shares — an estimated $201K sold.

ZWJ Investment Counsel first reported a position in GD in Q1 2017 and held it in 5 quarters. The position peaked at $242K in Q3 2017. 1,686 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • ZWJ Investment Counsel reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
  • ZWJ Investment Counsel sold 908 General Dynamics shares in Q4 2023, an estimated $201K.
  • ZWJ Investment Counsel first reported a position in General Dynamics in Q1 2017 and held it in 5 quarters.
  • ZWJ Investment Counsel's General Dynamics position peaked at $242K in Q3 2017.
  • 1,686 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on ZWJ Investment Counsel's 13F filing for Q4 2023, filed 31 Jan 2024.