Beach Investment Counsel’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

Beach Investment Counsel’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
2024 Q4	–	Sell	-2,500	Closed	-$205K	–	168
2024 Q3	$205K	Sell	2,500 -300	-11%	-$23.7K	0.03%	131
2024 Q2	$219K	Sell	2,800 -600	-18%	-$45K	0.03%	126
2024 Q1	$231K	Buy	3,400 +300	+10%	+$21.4K	0.03%	136
2023 Q4	$211K	Buy	+3,100	New	+$197K	0.03%	140
2022 Q2	–	Sell	-3,100	Closed	-$201K	–	162
2022 Q1	$201K	Hold	3,100	–	–	0.02%	160
2021 Q4	$212K	Buy	+3,100	New	+$206K	0.03%	136

Other funds holding JUST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Beach Investment Counsel's JUST Position: Q4 2024 in Review

Beach Investment Counsel sold out of Goldman Sachs JUST US Large Cap Equity ETF (JUST) in Q4 2024, closing a stake of 2,500 shares — an estimated $205K sold.

Beach Investment Counsel first reported a position in JUST in Q4 2021 and held it in 6 quarters. The position peaked at $231K in Q1 2024. 83 funds tracked by Wall St. Rank hold JUST as of Q4 2024.

Beach Investment Counsel reported no remaining Goldman Sachs JUST US Large Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 2,500 Goldman Sachs JUST US Large Cap Equity ETF shares in Q4 2024, an estimated $205K.
Beach Investment Counsel first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q4 2021 and held it in 6 quarters.
Beach Investment Counsel's Goldman Sachs JUST US Large Cap Equity ETF position peaked at $231K in Q1 2024.
83 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.