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Carmichael Hill & Associates’s Goldman Sachs GS Stock Holding History

Carmichael Hill & Associates’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
Q3 		– Hold
0
– – – 189
2024
Q2 		– Hold
0
– – – 183
2024
Q1 		– Hold
0
– – – 174
2023
Q4 		– Hold
0
– – – 147
2023
Q3 		– Hold
0
– – – 134
2023
Q2 		– Hold
0
– – – 153
2023
Q1 		– Hold
0
– – – 144
2022
Q4 		– Hold
0
– – – 152
2022
Q3 		– Hold
0
– – – 164
2022
Q2 		– Sell
-600
Closed -$187K – 152
2022
Q1 		$198K Buy
600
+100
+20% +$35.3K 0.09% 174
2021
Q4 		$192K Buy
500
+200
+67% +$79.2K 0.09% 186
2021
Q3 		$113K Hold
300
– – 0.06% 232
2021
Q2 		$114K Hold
300
– – 0.06% 232
2021
Q1 		$98K Buy
300
+200
+200% +$62.3K 0.05% 233
2020
Q4 		$26K Hold
100
– – 0.02% 429
2020
Q3 		$20K Hold
100
– – 0.01% 429
2020
Q2 		$20K Hold
100
– – 0.01% 411
2020
Q1 		$15K Hold
100
– – 0.01% 402
2019
Q4 		$23K Buy
+100
New +$21.7K 0.02% 380

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Carmichael Hill & Associates's GS Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Goldman Sachs (GS) stake by 1.3% in Q3 2024, buying an estimated $5.38K and bringing the position to 844 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #114.

Carmichael Hill & Associates first reported a position in GS in Q4 2017 and has held it in 27 quarters since. The position peaked at $420K in Q1 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Carmichael Hill & Associates held 844 shares of Goldman Sachs worth $418K as of Q3 2024.
  • Carmichael Hill & Associates bought 11 Goldman Sachs shares in Q3 2024, an estimated $5.38K.
  • Goldman Sachs made up 0.15% of Carmichael Hill & Associates's portfolio in Q3 2024, its #114 holding.
  • Carmichael Hill & Associates first reported a position in Goldman Sachs in Q4 2017 and has held it in 27 quarters since.
  • Carmichael Hill & Associates's Goldman Sachs position peaked at $420K in Q1 2024.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.