Ensemble Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$68.7M Sell
414,511
-84,236
-17% -$14.1M 5.83% 7
2024
Q2
$90.8M Sell
498,747
-79,958
-14% -$13.5M 7.07% 4
2024
Q1
$87.3M Sell
578,705
-72,876
-11% -$10.4M 7.33% 4
2023
Q4
$91M Sell
651,581
-6,078
-0.9% -$817K 8.1% 3
2023
Q3
$86.1M Sell
657,659
-99,376
-13% -$12.9M 8.89% 1
2023
Q2
$90.6M Sell
757,035
-87,222
-10% -$10M 8.75% 2
2023
Q1
$87.6M Buy
844,257
+641
+0.1% +$61.5K 9.06% 2
2022
Q4
$74.4M Buy
843,616
+95,041
+13% +$9.03M 7.72% 3
2022
Q3
$71.6M Buy
748,575
+61,435
+9% +$6.81M 8.07% 2
2022
Q2
$74.9M Buy
687,140
+46,180
+7% +$5.44M 8.43% 3
2022
Q1
$89.1M Buy
640,960
+12,000
+2% +$1.63M 7.73% 3
2021
Q4
$91.1M Buy
628,960
+3,400
+0.5% +$490K 6.84% 4
2021
Q3
$83.6M Sell
625,560
-56,080
-8% -$7.63M 6.8% 4
2021
Q2
$83.2M Sell
681,640
-28,660
-4% -$3.35M 7.06% 4
2021
Q1
$73.3M Buy
710,300
+8,040
+1% +$793K 7.01% 4
2020
Q4
$61.5M Sell
702,260
-34,200
-5% -$2.88M 6.06% 6
2020
Q3
$54M Buy
736,460
+58,420
+9% +$4.45M 6.35% 6
2020
Q2
$48.1M Sell
678,040
-99,080
-13% -$6.68M 6.25% 6
2020
Q1
$45.1M Sell
777,120
-40,200
-5% -$2.72M 6.94% 4
2019
Q4
$54.7M Sell
817,320
-2,660
-0.3% -$172K 7.04% 4
2019
Q3
$50.1M Buy
819,980
+3,960
+0.5% +$235K 7.02% 5
2019
Q2
$44.2M Buy
816,020
+115,840
+17% +$6.71M 6.23% 9
2019
Q1
$41.2M Buy
700,180
+64,700
+10% +$3.65M 6.07% 10
2018
Q4
$33.2M Buy
635,480
+221,480
+53% +$12M 5.86% 11
2018
Q3
$25M Buy
414,000
+31,520
+8% +$1.91M 4.11% 13
2018
Q2
$21.6M Buy
382,480
+107,560
+39% +$5.85M 3.73% 15
2018
Q1
$14.3M Sell
274,920
-54,140
-16% -$3M 2.67% 20
2017
Q4
$17.3M Sell
329,060
-99,400
-23% -$5.13M 3.15% 16
2017
Q3
$20.9M Sell
428,460
-11,500
-3% -$545K 4.37% 13
2017
Q2
$20.5M Sell
439,960
-148,040
-25% -$6.92M 4.47% 12
2017
Q1
$24.9M Sell
588,000
-39,760
-6% -$1.67M 5.8% 8
2016
Q4
$24.9M Buy
627,760
+16,180
+3% +$647K 6.14% 6
2016
Q3
$24.6M Sell
611,580
-900
-0.1% -$35.2K 6.44% 4
2016
Q2
$21.5M Buy
612,480
+37,500
+7% +$1.38M 6.25% 4
2016
Q1
$21.9M Buy
574,980
+24,380
+4% +$898K 6.53% 5
2015
Q4
$21.4M Buy
+550,600
New +$20.4M 6.33% 6

Other funds holding GOOGL

Ensemble Capital Management's GOOGL Position: Q3 2024 in Review

Ensemble Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 17% in Q3 2024, selling an estimated $14.1M and leaving 414,511 shares worth $68.7M. The position accounts for 5.83% of the portfolio, ranked #7.

Ensemble Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 36 quarters since. The position peaked at $91.1M in Q4 2021. 4,506 funds tracked by Wall St. Rank hold GOOGL as of Q3 2024.

  • Ensemble Capital Management held 414,511 shares of Alphabet (Google) Class A worth $68.7M as of Q3 2024.
  • Ensemble Capital Management sold 84,236 Alphabet (Google) Class A shares in Q3 2024, an estimated $14.1M.
  • Alphabet (Google) Class A made up 5.83% of Ensemble Capital Management's portfolio in Q3 2024, its #7 holding.
  • Ensemble Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 36 quarters since.
  • Ensemble Capital Management's Alphabet (Google) Class A position peaked at $91.1M in Q4 2021.
  • 4,506 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2024.

Based on Ensemble Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.