Goldman Sachs’s Pioneer Floating Rate Fund PHD Stock Holding History

Goldman Sachs’s Portfolio PHD Stock Details PHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,000	Closed	-$116K	–	6831
2021 Q4	$116K	Buy	+10,000	New	+$118K	﹤0.01%	6092
2020 Q2	–	Sell	-30,429	Closed	-$233K	–	5414
2020 Q1	$233K	Buy	+30,429	New	+$309K	﹤0.01%	4633

Other funds holding PHD

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Goldman Sachs's PHD Position: Q1 2022 in Review

Goldman Sachs sold out of Pioneer Floating Rate Fund (PHD) in Q1 2022, closing a stake of 10,000 shares — an estimated $116K sold.

Goldman Sachs first reported a position in PHD in Q1 2020 and held it in 2 quarters. The position peaked at $233K in Q1 2020. 39 funds tracked by Wall St. Rank hold PHD as of Q1 2022.

Goldman Sachs reported no remaining Pioneer Floating Rate Fund position as of Q1 2022 after selling out during the quarter.
Goldman Sachs sold 10,000 Pioneer Floating Rate Fund shares in Q1 2022, an estimated $116K.
Goldman Sachs first reported a position in Pioneer Floating Rate Fund in Q1 2020 and held it in 2 quarters.
Goldman Sachs's Pioneer Floating Rate Fund position peaked at $233K in Q1 2020.
39 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2022.

Based on Goldman Sachs's 13F filing for Q1 2022, filed 16 May 2022.