Echo Street Capital Management’s Goldman Sachs GS Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-2,894	Closed	-$933K	–	513
2023 Q2	$933K	Buy	+2,894	New	+$951K	0.01%	148
2023 Q1	–	Sell	-172,634	Closed	-$59.3M	–	536
2022 Q4	$59.3M	Buy	172,634 +171,552	+15,855%	+$59.7M	0.57%	64
2022 Q3	$317K	Buy	+1,082	New	+$351K	﹤0.01%	388
2022 Q2	–	Sell	-1,146	Closed	-$378K	–	620
2022 Q1	$378K	Buy	+1,146	New	+$405K	﹤0.01%	463
2021 Q4	–	Sell	-2,194	Closed	-$829K	–	677
2021 Q3	$829K	Buy	+2,194	New	+$857K	0.01%	288
2021 Q2	–	Sell	-1,553	Closed	-$508K	–	647
2021 Q1	$508K	Buy	+1,553	New	+$483K	﹤0.01%	286
2020 Q3	–	Sell	-174,916	Closed	-$34.6M	–	226
2020 Q2	$34.6M	Buy	174,916 +43,002	+33%	+$8.07M	0.41%	94
2020 Q1	$20.4M	Sell	131,914 -171,875	-57%	-$36.5M	0.44%	86
2019 Q4	$69.8M	Sell	303,789 -87,516	-22%	-$19M	1.08%	25
2019 Q3	$81.1M	Buy	391,305 +204,510	+109%	+$42.8M	1.38%	12
2019 Q2	$38.2M	Sell	186,795 -36,746	-16%	-$7.27M	0.67%	51
2019 Q1	$42.9M	Buy	223,541 +68,743	+44%	+$13.3M	0.84%	37
2018 Q4	$25.9M	Buy	154,798 +26,479	+21%	+$5.34M	0.65%	55
2018 Q3	$28.8M	Buy	128,319 +50,825	+66%	+$11.8M	0.64%	62
2018 Q2	$17.1M	Buy	77,494 +41,950	+118%	+$10M	0.42%	88
2018 Q1	$8.95M	Buy	35,544 +1,809	+5%	+$471K	0.26%	110
2017 Q4	$8.59M	Buy	+33,735	New	+$8.27M	0.26%	106

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

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

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

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

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

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

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

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

Echo Street Capital Management's GS Position: Q3 2023 in Review

Echo Street Capital Management sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 2,894 shares — an estimated $933K sold.

Echo Street Capital Management first reported a position in GS in Q4 2017 and held it in 17 quarters. The position peaked at $81.1M in Q3 2019. 1,794 funds tracked by Wall St. Rank hold GS as of Q3 2023.

Echo Street Capital Management reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,894 Goldman Sachs shares in Q3 2023, an estimated $933K.
Echo Street Capital Management first reported a position in Goldman Sachs in Q4 2017 and held it in 17 quarters.
Echo Street Capital Management's Goldman Sachs position peaked at $81.1M in Q3 2019.
1,794 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.