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Epoch Investment Partners’s Goldman Sachs GS Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-2,340
Closed -$1.16M – 329
2024
Q3 		$1.16M Sell
2,340
-10
-0.4% -$4.89K 0.01% 292
2024
Q2 		$1.06M Buy
2,350
+151
+7% +$66.3K ﹤0.01% 306
2024
Q1 		$919K Sell
2,199
-43
-2% -$16.7K ﹤0.01% 336
2023
Q4 		$865K Buy
2,242
+521
+30% +$174K ﹤0.01% 347
2023
Q3 		$557K Sell
1,721
-50
-3% -$16.7K ﹤0.01% 381
2023
Q2 		$571K Sell
1,771
-17
-1% -$5.59K ﹤0.01% 394
2023
Q1 		$585K Buy
1,788
+405
+29% +$141K ﹤0.01% 389
2022
Q4 		$475K Sell
1,383
-355
-20% -$124K ﹤0.01% 381
2022
Q3 		$509K Sell
1,738
-323
-16% -$105K ﹤0.01% 385
2022
Q2 		$612K Sell
2,061
-260
-11% -$80.9K ﹤0.01% 383
2022
Q1 		$766K Buy
+2,321
New +$820K ﹤0.01% 380

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Epoch Investment Partners's GS Position: Q4 2024 in Review

Epoch Investment Partners sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 2,340 shares — an estimated $1.16M sold.

Epoch Investment Partners first reported a position in GS in Q1 2022 and held it in 11 quarters. The position peaked at $1.16M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Epoch Investment Partners reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 2,340 Goldman Sachs shares in Q4 2024, an estimated $1.16M.
  • Epoch Investment Partners first reported a position in Goldman Sachs in Q1 2022 and held it in 11 quarters.
  • Epoch Investment Partners's Goldman Sachs position peaked at $1.16M in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.