Daniel Loeb’s Goldman Sachs GS Stock Holding History

Daniel Loeb’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 Q2	–	Sell	-250,000	Closed	-$104M	–	45
2024 Q1	$104M	Buy	+250,000	New	+$97M	1.33%	21
2017 Q1	–	Sell	-400,000	Closed	-$95.8M	–	43
2016 Q4	$95.8M	Buy	+400,000	New	+$81.2M	0.94%	29

Other funds holding GS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Daniel Loeb's GS Position: Q2 2024 in Review

Daniel Loeb sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 250,000 shares — an estimated $104M sold.

Daniel Loeb first reported a position in GS in Q4 2016 and held it in 2 quarters. The position peaked at $104M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Daniel Loeb reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
Daniel Loeb sold 250,000 Goldman Sachs shares in Q2 2024, an estimated $104M.
Daniel Loeb first reported a position in Goldman Sachs in Q4 2016 and held it in 2 quarters.
Daniel Loeb's Goldman Sachs position peaked at $104M in Q1 2024.
2,131 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Third Point's 13F filing for Q2 2024, filed 14 Aug 2024.