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Caldwell & Orkin’s Goldman Sachs GS Stock Holding History

Caldwell & Orkin’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
2017
Q2 		– Sell
-6,538
Closed -$1.5M – 71
2017
Q1 		$1.5M Buy
6,538
+5,238
+403% +$1.26M 0.84% 53
2016
Q4 		$311K Buy
+1,300
New +$264K 0.2% 71
2015
Q3 		– Sell
-10,400
Closed -$2.17M – 81
2015
Q2 		$2.17M Buy
+10,400
New +$2.12M 1.26% 32
2013
Q3 		– Sell
-21,100
Closed -$3.19M – 84
2013
Q2 		$3.19M Buy
+21,100
New +$3.22M 1.75% 29

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Caldwell & Orkin's GS Position: Q2 2017 in Review

Caldwell & Orkin sold out of Goldman Sachs (GS) in Q2 2017, closing a stake of 6,538 shares — an estimated $1.5M sold.

Caldwell & Orkin first reported a position in GS in Q2 2013 and held it in 4 quarters. The position peaked at $3.19M in Q2 2013. 1,193 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Caldwell & Orkin reported no remaining Goldman Sachs position as of Q2 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 6,538 Goldman Sachs shares in Q2 2017, an estimated $1.5M.
  • Caldwell & Orkin first reported a position in Goldman Sachs in Q2 2013 and held it in 4 quarters.
  • Caldwell & Orkin's Goldman Sachs position peaked at $3.19M in Q2 2013.
  • 1,193 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Caldwell & Orkin's 13F filing for Q2 2017, filed 10 Aug 2017.