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Catawba Capital Management’s Goldman Sachs GS Stock Holding History

Catawba Capital 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
2018
Q2 		$455K Hold
2,065
– – 0.11% 138
2018
Q1 		$520K Buy
+2,065
New +$538K 0.12% 132

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Catawba Capital Management's GS Position: Q2 2018 in Review

Catawba Capital Management held its Goldman Sachs (GS) position steady in Q2 2018 at 2,065 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #138.

Catawba Capital Management first reported a position in GS in Q1 2018 and has held it in 2 quarters since. The position peaked at $520K in Q1 2018. 1,303 funds tracked by Wall St. Rank hold GS as of Q2 2018.

  • Catawba Capital Management held 2,065 shares of Goldman Sachs worth $455K as of Q2 2018.
  • Catawba Capital Management left its Goldman Sachs share count unchanged in Q2 2018.
  • Goldman Sachs made up 0.11% of Catawba Capital Management's portfolio in Q2 2018, its #138 holding.
  • Catawba Capital Management first reported a position in Goldman Sachs in Q1 2018 and has held it in 2 quarters since.
  • Catawba Capital Management's Goldman Sachs position peaked at $520K in Q1 2018.
  • 1,303 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.