Goldman Sachs’s New England Realty Associates NEN Stock Holding History

Goldman Sachs’s Portfolio NEN Stock Details NEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-35,000	Closed	-$2.13M	–	6618
2021 Q3	$2.13M	Sell	35,000 -8,000	-19%	-$489K	﹤0.01%	4142
2021 Q2	$2.58M	Sell	43,000 -2,359	-5%	-$140K	﹤0.01%	3968
2021 Q1	$2.51M	Buy	45,359 +8,959	+25%	+$468K	﹤0.01%	3761
2020 Q4	$1.83M	Buy	36,400 +11,400	+46%	+$563K	﹤0.01%	3794
2020 Q3	$1.23M	Buy	25,000 +11,274	+82%	+$578K	﹤0.01%	3937
2020 Q2	$727K	Buy	+13,726	New	+$650K	﹤0.01%	4163

Other funds holding NEN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

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

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

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

PPW

Pinnacle Private Wealth Andover, Massachusetts $256M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs's NEN Position: Q4 2021 in Review

Goldman Sachs sold out of New England Realty Associates (NEN) in Q4 2021, closing a stake of 35,000 shares — an estimated $2.13M sold.

Goldman Sachs first reported a position in NEN in Q2 2020 and held it in 6 quarters. The position peaked at $2.58M in Q2 2021. 13 funds tracked by Wall St. Rank hold NEN as of Q4 2021.

Goldman Sachs reported no remaining New England Realty Associates position as of Q4 2021 after selling out during the quarter.
Goldman Sachs sold 35,000 New England Realty Associates shares in Q4 2021, an estimated $2.13M.
Goldman Sachs first reported a position in New England Realty Associates in Q2 2020 and held it in 6 quarters.
Goldman Sachs's New England Realty Associates position peaked at $2.58M in Q2 2021.
13 funds tracked by Wall St. Rank held New England Realty Associates as of Q4 2021.

Based on Goldman Sachs's 13F filing for Q4 2021, filed 14 Feb 2022.