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55I LLC’s Goldman Sachs GS Stock Holding History

55I LLC’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$968K Buy
3,306
+2,341
+243% +$758K 0.03% 268
2022
Q2 		$287K Buy
965
+46
+5% +$14.3K 0.01% 446
2022
Q1 		$304K Buy
919
+89
+11% +$31.4K 0.01% 431
2021
Q4 		$317K Buy
830
+135
+19% +$53.4K 0.01% 408
2021
Q3 		$263K Buy
695
+16
+2% +$6.25K 0.01% 416
2021
Q2 		$257K Buy
+679
New +$243K 0.01% 343

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

55I LLC's GS Position: Q3 2022 in Review

55I LLC increased its Goldman Sachs (GS) stake by 243% in Q3 2022, buying an estimated $758K and bringing the position to 3,306 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #268.

55I LLC first reported a position in GS in Q2 2021 and has held it in 6 quarters since. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

  • 55I LLC held 3,306 shares of Goldman Sachs worth $968K as of Q3 2022.
  • 55I LLC bought 2,341 Goldman Sachs shares in Q3 2022, an estimated $758K.
  • Goldman Sachs made up 0.03% of 55I LLC's portfolio in Q3 2022, its #268 holding.
  • 55I LLC first reported a position in Goldman Sachs in Q2 2021 and has held it in 6 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.