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Chartwell Investment Partners’s Goldman Sachs GS Stock Holding History

Chartwell Investment Partners’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 		$18.3M Sell
36,873
-599
-2% -$293K 0.63% 27
2024
Q2 		$16.9M Buy
37,472
+294
+0.8% +$129K 0.59% 24
2024
Q1 		$15.5M Sell
37,178
-35
-0.1% -$13.6K 0.54% 32
2023
Q4 		$14.4M Buy
37,213
+19,521
+110% +$6.52M 0.5% 40
2023
Q3 		$5.72M Buy
+17,692
New +$5.91M 0.22% 169

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

Chartwell Investment Partners's GS Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Goldman Sachs (GS) stake by 1.6% in Q3 2024, selling an estimated $293K and leaving 36,873 shares worth $18.3M. The position accounts for 0.63% of the portfolio, ranked #27.

Chartwell Investment Partners first reported a position in GS in Q3 2023 and has held it in 5 quarters since. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Chartwell Investment Partners held 36,873 shares of Goldman Sachs worth $18.3M as of Q3 2024.
  • Chartwell Investment Partners sold 599 Goldman Sachs shares in Q3 2024, an estimated $293K.
  • Goldman Sachs made up 0.63% of Chartwell Investment Partners's portfolio in Q3 2024, its #27 holding.
  • Chartwell Investment Partners first reported a position in Goldman Sachs in Q3 2023 and has held it in 5 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.