Goldman Sachs’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Goldman Sachs’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,606	Closed	-$121K	–	6246
2024 Q4	$121K	Buy	+13,606	New	+$122K	﹤0.01%	5729
2024 Q1	–	Sell	-930,858	Closed	-$7.65M	–	5725
2023 Q4	$7.65M	Hold	930,858	–	–	﹤0.01%	2763
2023 Q3	$7.64M	Buy	930,858 +426,822	+85%	+$3.44M	﹤0.01%	2621
2023 Q2	$3.98M	Hold	504,036	–	–	﹤0.01%	3304
2023 Q1	$4.13M	Sell	504,036 -911	-0.2%	-$7.59K	﹤0.01%	3219
2022 Q4	$4M	Hold	504,947	–	–	﹤0.01%	3374
2022 Q3	$4.09M	Hold	504,947	–	–	﹤0.01%	3308
2022 Q2	$4.21M	Hold	504,947	–	–	﹤0.01%	3307
2022 Q1	$5.05M	Buy	504,947 +66,483	+15%	+$667K	﹤0.01%	3340
2021 Q4	$4.46M	Hold	438,464	–	–	﹤0.01%	3533
2021 Q3	$4.42M	Hold	438,464	–	–	﹤0.01%	3466
2021 Q2	$4.39M	Hold	438,464	–	–	﹤0.01%	3451
2021 Q1	$4.24M	Buy	438,464 +911	+0.2%	+$8.53K	﹤0.01%	3290
2020 Q4	$3.82M	Hold	437,553	–	–	﹤0.01%	3215
2020 Q3	$3.64M	Hold	437,553	–	–	﹤0.01%	3134
2020 Q2	$3.46M	Sell	437,553 -129,203	-23%	-$997K	﹤0.01%	3059
2020 Q1	$4.28M	Sell	566,756 -132,097	-19%	-$1.22M	﹤0.01%	2762
2019 Q4	$7.16M	Buy	698,853 +31,300	+5%	+$301K	﹤0.01%	2682
2019 Q3	$6.49M	Hold	667,553	–	–	﹤0.01%	2663
2019 Q2	$6.58M	Hold	667,553	–	–	﹤0.01%	2651
2019 Q1	$6.43M	Sell	667,553 -10,905	-2%	-$107K	﹤0.01%	2773
2018 Q4	$6.26M	Buy	+678,458	New	+$6.67M	﹤0.01%	2694

Other funds holding JFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Goldman Sachs's JFR Position: Q1 2025 in Review

Goldman Sachs sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2025, closing a stake of 13,606 shares — an estimated $121K sold.

Goldman Sachs first reported a position in JFR in Q4 2018 and held it in 22 quarters. The position peaked at $7.65M in Q4 2023. 171 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

Goldman Sachs reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2025 after selling out during the quarter.
Goldman Sachs sold 13,606 Nuveen Floating Rate Income Fund shares in Q1 2025, an estimated $121K.
Goldman Sachs first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and held it in 22 quarters.
Goldman Sachs's Nuveen Floating Rate Income Fund position peaked at $7.65M in Q4 2023.
171 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Goldman Sachs's 13F filing for Q1 2025, filed 9 May 2025.