Goldman Sachs
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Goldman Sachs’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Goldman Sachs’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,121
Closed -$282K – 5834
2024
Q1 		$282K Sell
24,121
-15,390
-39% -$174K ﹤0.01% 5002
2023
Q4 		$467K Buy
+39,511
New +$433K ﹤0.01% 4794
2023
Q3 		– Sell
-41,541
Closed -$499K – 5740
2023
Q2 		$499K Buy
+41,541
New +$455K ﹤0.01% 4746
2022
Q3 		– Sell
-21,555
Closed -$302K – 6442
2022
Q2 		$302K Sell
21,555
-35,365
-62% -$539K ﹤0.01% 5417
2022
Q1 		$972K Buy
56,920
+19,829
+53% +$340K ﹤0.01% 4841
2021
Q4 		$666K Buy
37,091
+100
+0.3% +$1.89K ﹤0.01% 5172
2021
Q3 		$704K Hold
36,991
– – ﹤0.01% 4990
2021
Q2 		$734K Sell
36,991
-805
-2% -$15.6K ﹤0.01% 4981
2021
Q1 		$716K Hold
37,796
– – ﹤0.01% 4860
2020
Q4 		$633K Buy
+37,796
New +$580K ﹤0.01% 4472
2020
Q1 		– Sell
-8,947
Closed -$215K – 5432
2019
Q4 		$215K Hold
8,947
– – ﹤0.01% 4859
2019
Q3 		$208K Sell
8,947
-64
-0.7% -$1.47K ﹤0.01% 4816
2019
Q2 		$209K Sell
9,011
-403
-4% -$9.31K ﹤0.01% 4773
2019
Q1 		$222K Buy
+9,414
New +$217K ﹤0.01% 4755
2018
Q4 		– Sell
-15,585
Closed -$374K – 5508
2018
Q3 		$374K Buy
+15,585
New +$376K ﹤0.01% 4576

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs's MORT Position: Q2 2024 in Review

Goldman Sachs sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 24,121 shares — an estimated $282K sold.

Goldman Sachs first reported a position in MORT in Q3 2018 and held it in 15 quarters. The position peaked at $972K in Q1 2022. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • Goldman Sachs reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • Goldman Sachs sold 24,121 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $282K.
  • Goldman Sachs first reported a position in VanEck Mortgage REIT Income ETF in Q3 2018 and held it in 15 quarters.
  • Goldman Sachs's VanEck Mortgage REIT Income ETF position peaked at $972K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on Goldman Sachs's 13F filing for Q2 2024, filed 13 Aug 2024.