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Bartlett & Co’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

Bartlett & Co’s Portfolio JUST Stock Details JUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$5K Buy
78
+26
+50% +$1.66K ﹤0.01% 1073
2023
Q3 		$3K Sell
52
-23
-31% -$1.46K ﹤0.01% 1046
2023
Q2 		$5K Buy
+75
New +$4.5K ﹤0.01% 988

Other funds holding JUST

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co's JUST Position: Q4 2023 in Review

Bartlett & Co increased its Goldman Sachs JUST US Large Cap Equity ETF (JUST) stake by 50% in Q4 2023, buying an estimated $1.66K and bringing the position to 78 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Bartlett & Co first reported a position in JUST in Q2 2023 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold JUST as of Q4 2023.

  • Bartlett & Co held 78 shares of Goldman Sachs JUST US Large Cap Equity ETF worth $5K as of Q4 2023.
  • Bartlett & Co bought 26 Goldman Sachs JUST US Large Cap Equity ETF shares in Q4 2023, an estimated $1.66K.
  • Goldman Sachs JUST US Large Cap Equity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1073 holding.
  • Bartlett & Co first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q2 2023 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.