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Disciplined Investments’s Goldman Sachs GS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-22
Closed -$7.1K – 691
2023
Q2 		$7.1K Sell
22
-3
-12% -$986 ﹤0.01% 363
2023
Q1 		$8.18K Hold
25
– – ﹤0.01% 366
2022
Q4 		$8.59K Sell
25
-2
-7% -$696 ﹤0.01% 334
2022
Q3 		$8K Buy
27
+2
+8% +$648 ﹤0.01% 376
2022
Q2 		$7K Buy
25
+4
+19% +$1.25K ﹤0.01% 404
2022
Q1 		$7K Buy
+21
New +$7.42K ﹤0.01% 409
2020
Q1 		– Sell
-10
Closed -$2K – 441
2019
Q4 		$2K Buy
+10
New +$2.17K ﹤0.01% 385

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's GS Position: Q3 2023 in Review

Disciplined Investments sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 22 shares — an estimated $7.1K sold.

Disciplined Investments first reported a position in GS in Q4 2019 and held it in 7 quarters. The position peaked at $8.59K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Disciplined Investments reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 22 Goldman Sachs shares in Q3 2023, an estimated $7.1K.
  • Disciplined Investments first reported a position in Goldman Sachs in Q4 2019 and held it in 7 quarters.
  • Disciplined Investments's Goldman Sachs position peaked at $8.59K in Q4 2022.
  • 1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.