Clear Investment Research’s Goldman Sachs GS Stock Holding History

Clear Investment Research’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
2023 Q2	–	Sell	-5	Closed	-$1.64K	–	197
2023 Q1	$1.64K	Hold	5	–	–	﹤0.01%	157
2022 Q4	$2K	Buy	+5	New	+$1.74K	﹤0.01%	149
2019 Q4	–	Sell	-4	Closed	-$1K	–	218
2019 Q3	$1K	Hold	4	–	–	﹤0.01%	166
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	165
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	162
2018 Q4	$1K	Hold	4	–	–	﹤0.01%	155
2018 Q3	$1K	Buy	+4	New	+$930	﹤0.01%	162

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return