Bingham Osborn & Scarborough’s Goldman Sachs GS Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q3	–	Sell	-674	Closed	-$256K	–	162
2021 Q2	$256K	Buy	674 +19	+3%	+$6.8K	0.02%	138
2021 Q1	$214K	Sell	655 -174	-21%	-$54.2K	0.02%	135
2020 Q4	$219K	Buy	+829	New	+$185K	0.02%	124
2018 Q2	–	Sell	-865	Closed	-$218K	–	148
2018 Q1	$218K	Buy	+865	New	+$225K	0.02%	133
2015 Q2	–	Sell	-9,104	Closed	-$1.71M	–	118
2015 Q1	$1.71M	Hold	9,104	–	–	0.2%	32
2014 Q4	$1.76M	Sell	9,104 -58	-0.6%	-$10.9K	0.21%	32
2014 Q3	$1.68M	Buy	9,162 +58	+0.6%	+$10.2K	0.21%	30
2014 Q2	$1.52M	Buy	+9,104	New	+$1.47M	0.2%	29

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bingham Osborn & Scarborough's GS Position: Q3 2021 in Review

Bingham Osborn & Scarborough sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 674 shares — an estimated $256K sold.

Bingham Osborn & Scarborough first reported a position in GS in Q2 2014 and held it in 8 quarters. The position peaked at $1.76M in Q4 2014. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

Bingham Osborn & Scarborough reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 674 Goldman Sachs shares in Q3 2021, an estimated $256K.
Bingham Osborn & Scarborough first reported a position in Goldman Sachs in Q2 2014 and held it in 8 quarters.
Bingham Osborn & Scarborough's Goldman Sachs position peaked at $1.76M in Q4 2014.
1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2021, filed 26 Oct 2021.