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Disciplined Equity Management’s Goldman Sachs GS Stock Holding History

Disciplined Equity 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
2024
Q1 		– Sell
-19
Closed -$7.33K – 85
2023
Q4 		$7.33K Buy
+19
New +$6.34K 0.01% 90

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Disciplined Equity Management's GS Position: Q1 2024 in Review

Disciplined Equity Management sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 19 shares — an estimated $7.33K sold.

Disciplined Equity Management first reported a position in GS in Q4 2023 and held it in 1 quarter. The position peaked at $7.33K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Disciplined Equity Management reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 19 Goldman Sachs shares in Q1 2024, an estimated $7.33K.
  • Disciplined Equity Management first reported a position in Goldman Sachs in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's Goldman Sachs position peaked at $7.33K in Q4 2023.
  • 2,045 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.