Aperio Group’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $60.5M | Buy |
229,289
+14,614
| +7% | +$3.25M | 0.18% | 99 |
|
|
2020
Q3 | $43.1M | Sell |
214,675
-831
| -0.4% | -$169K | 0.15% | 138 |
|
|
2020
Q2 | $42.6M | Sell |
215,506
-1,922
| -0.9% | -$361K | 0.16% | 124 |
|
|
2020
Q1 | $33.6M | Sell |
217,428
-32,607
| -13% | -$6.92M | 0.15% | 140 |
|
|
2019
Q4 | $57.5M | Buy |
250,035
+503
| +0.2% | +$109K | 0.21% | 94 |
|
|
2019
Q3 | $51.7M | Buy |
249,532
+16,404
| +7% | +$3.43M | 0.2% | 95 |
|
|
2019
Q2 | $47.7M | Buy |
233,128
+13,767
| +6% | +$2.72M | 0.19% | 104 |
|
|
2019
Q1 | $42.1M | Buy |
219,361
+13,664
| +7% | +$2.64M | 0.18% | 119 |
|
|
2018
Q4 | $34.4M | Sell |
205,697
-10,616
| -5% | -$2.14M | 0.17% | 128 |
|
|
2018
Q3 | $48.5M | Buy |
216,313
+2,071
| +1% | +$482K | 0.21% | 102 |
|
|
2018
Q2 | $47.3M | Sell |
214,242
-10,433
| -5% | -$2.49M | 0.23% | 91 |
|
|
2018
Q1 | $56.6M | Buy |
224,675
+13,902
| +7% | +$3.62M | 0.28% | 74 |
|
|
2017
Q4 | $53.7M | Buy |
210,773
+11,390
| +6% | +$2.79M | 0.27% | 71 |
|
|
2017
Q3 | $47.3M | Buy |
199,383
+15,179
| +8% | +$3.42M | 0.27% | 77 |
|
|
2017
Q2 | $40.9M | Buy |
184,204
+14,770
| +9% | +$3.28M | 0.25% | 83 |
|
|
2017
Q1 | $38.9M | Buy |
169,434
+8,843
| +6% | +$2.14M | 0.27% | 76 |
|
|
2016
Q4 | $38.5M | Sell |
160,591
-7,549
| -4% | -$1.53M | 0.29% | 68 |
|
|
2016
Q3 | $27.1M | Buy |
168,140
+6,565
| +4% | +$1.07M | 0.2% | 113 |
|
|
2016
Q2 | $24M | Buy |
161,575
+11,862
| +8% | +$1.85M | 0.19% | 123 |
|
|
2016
Q1 | $23.5M | Sell |
149,713
-14,258
| -9% | -$2.21M | 0.2% | 116 |
|
|
2015
Q4 | $29.6M | Buy |
163,971
+4,535
| +3% | +$843K | 0.27% | 78 |
|
|
2015
Q3 | $27.7M | Buy |
159,436
+12,773
| +9% | +$2.5M | 0.28% | 75 |
|
|
2015
Q2 | $30.6M | Buy |
146,663
+12,965
| +10% | +$2.64M | 0.32% | 66 |
|
|
2015
Q1 | $25.1M | Buy |
133,698
+10,623
| +9% | +$1.98M | 0.28% | 79 |
|
|
2014
Q4 | $23.9M | Buy |
123,075
+12,191
| +11% | +$2.29M | 0.29% | 71 |
|
|
2014
Q3 | $20.4M | Buy |
110,884
+17,316
| +19% | +$3.04M | 0.28% | 78 |
|
|
2014
Q2 | $15.7M | Sell |
93,568
-2,807
| -3% | -$453K | 0.23% | 104 |
|
|
2014
Q1 | $15.8M | Buy |
+96,375
| New | +$16.2M | 0.22% | 86 |
|
|
2013
Q4 | – | Sell |
-84,251
| Closed | -$13.9M | – | 68 |
|
|
2013
Q3 | $13.3M | Buy |
84,251
+10,799
| +15% | +$1.74M | 0.26% | 74 |
|
|
2013
Q2 | $11.1M | Buy |
+73,452
| New | +$11.2M | 0.26% | 72 |
|
Other funds holding GS
Aperio Group's GS Position: Q4 2020 in Review
Aperio Group increased its Goldman Sachs (GS) stake by 6.8% in Q4 2020, buying an estimated $3.25M and bringing the position to 229,289 shares worth $60.5M. The position accounts for 0.18% of the portfolio, ranked #99.
Aperio Group first reported a position in GS in Q2 2013 and has held it in 30 quarters since. 1,539 funds tracked by Wall St. Rank hold GS as of Q4 2020.
- Aperio Group held 229,289 shares of Goldman Sachs worth $60.5M as of Q4 2020.
- Aperio Group bought 14,614 Goldman Sachs shares in Q4 2020, an estimated $3.25M.
- Goldman Sachs made up 0.18% of Aperio Group's portfolio in Q4 2020, its #99 holding.
- Aperio Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 30 quarters since.
- 1,539 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.