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Boston Financial Management’s Goldman Sachs GS Stock Holding History

Boston Financial Management’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
2024
Q4 		$205K Buy
+358
New +$200K 0.01% 327
2023
Q2 		– Sell
-1,182
Closed -$387K – 315
2023
Q1 		$387K Sell
1,182
-187
-14% -$65.1K 0.02% 249
2022
Q4 		$470K Sell
1,369
-81
-6% -$28.2K 0.02% 228
2022
Q3 		$425K Buy
1,450
+55
+4% +$17.8K 0.02% 226
2022
Q2 		$414K Buy
1,395
+252
+22% +$78.5K 0.02% 221
2022
Q1 		$377K Buy
+1,143
New +$404K 0.01% 230
2021
Q4 		– Sell
-840
Closed -$318K – 267
2021
Q3 		$318K Buy
+840
New +$328K 0.01% 220

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Financial Management's GS Position: Q4 2024 in Review

Boston Financial Management opened a new position in Goldman Sachs (GS) in Q4 2024: 358 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Boston Financial Management previously reported a position in GS as recently as Q1 2023.

Boston Financial Management first reported a position in GS in Q3 2021 and has held it in 7 quarters since. The position peaked at $470K in Q4 2022. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Boston Financial Management held 358 shares of Goldman Sachs worth $205K as of Q4 2024.
  • Goldman Sachs was a new Boston Financial Management position in Q4 2024.
  • Goldman Sachs made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #327 holding.
  • Boston Financial Management first reported a position in Goldman Sachs in Q3 2021 and has held it in 7 quarters since.
  • Boston Financial Management's Goldman Sachs position peaked at $470K in Q4 2022.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.