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Evelyn V. Moreno’s Goldman Sachs GS Stock Holding History

Evelyn V. Moreno’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
Q1 		– Sell
-1,375
Closed -$472K – 147
2022
Q4 		$472K Hold
1,375
– – 0.11% 97
2022
Q3 		$403K Sell
1,375
-45
-3% -$14.6K 0.18% 93
2022
Q2 		$422K Buy
+1,420
New +$442K 0.1% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn V. Moreno's GS Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 1,375 shares — an estimated $472K sold.

Evelyn V. Moreno first reported a position in GS in Q2 2022 and held it in 3 quarters. The position peaked at $472K in Q4 2022. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • Evelyn V. Moreno reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,375 Goldman Sachs shares in Q1 2023, an estimated $472K.
  • Evelyn V. Moreno first reported a position in Goldman Sachs in Q2 2022 and held it in 3 quarters.
  • Evelyn V. Moreno's Goldman Sachs position peaked at $472K in Q4 2022.
  • 1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.