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Foresters Investment Management’s Goldman Sachs GS Stock Holding History

Foresters Investment 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
2019
Q3 		$27.8M Sell
134,350
-5,872
-4% -$1.23M 0.55% 55
2019
Q2 		$28.7M Buy
140,222
+13,822
+11% +$2.74M 0.51% 59
2019
Q1 		$24.3M Buy
126,400
+5,000
+4% +$965K 0.42% 74
2018
Q4 		$20.3M Buy
121,400
+49,700
+69% +$10M 0.38% 86
2018
Q3 		$16.1M Buy
+71,700
New +$16.7M 0.25% 128

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foresters Investment Management's GS Position: Q3 2019 in Review

Foresters Investment Management reduced its Goldman Sachs (GS) stake by 4.2% in Q3 2019, selling an estimated $1.23M and leaving 134,350 shares worth $27.8M. The position accounts for 0.55% of the portfolio, ranked #55.

Foresters Investment Management first reported a position in GS in Q3 2018 and has held it in 5 quarters since. The position peaked at $28.7M in Q2 2019. 1,278 funds tracked by Wall St. Rank hold GS as of Q3 2019.

  • Foresters Investment Management held 134,350 shares of Goldman Sachs worth $27.8M as of Q3 2019.
  • Foresters Investment Management sold 5,872 Goldman Sachs shares in Q3 2019, an estimated $1.23M.
  • Goldman Sachs made up 0.55% of Foresters Investment Management's portfolio in Q3 2019, its #55 holding.
  • Foresters Investment Management first reported a position in Goldman Sachs in Q3 2018 and has held it in 5 quarters since.
  • Foresters Investment Management's Goldman Sachs position peaked at $28.7M in Q2 2019.
  • 1,278 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.