Goldman Sachs
SUNW

Goldman Sachs’s Sunworks, Inc. SUNW Stock Holding History

Goldman Sachs’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,887
Closed -$14.6K – 5970
2023
Q2 		$14.6K Sell
12,887
-21,906
-63% -$24.5K ﹤0.01% 5568
2023
Q1 		$50.1K Buy
34,793
+9,465
+37% +$17.8K ﹤0.01% 5552
2022
Q4 		$40K Sell
25,328
-122,777
-83% -$276K ﹤0.01% 5622
2022
Q3 		$413K Buy
148,105
+104,232
+238% +$293K ﹤0.01% 5100
2022
Q2 		$69K Sell
43,873
-97,623
-69% -$186K ﹤0.01% 5963
2022
Q1 		$356K Buy
141,496
+12,488
+10% +$31.6K ﹤0.01% 5558
2021
Q4 		$397K Buy
129,008
+97,834
+314% +$501K ﹤0.01% 5517
2021
Q3 		$191K Buy
+31,174
New +$245K ﹤0.01% 5741
2018
Q3 		– Sell
-3,308
Closed -$26K – 5840
2018
Q2 		$26K Buy
3,308
+1,538
+87% +$11.3K ﹤0.01% 5466
2018
Q1 		$12K Hold
1,770
– – ﹤0.01% 5731
2017
Q4 		$13K Sell
1,770
-8
-0.4% -$68 ﹤0.01% 6174
2017
Q3 		$20K Sell
1,778
-20
-1% -$235 ﹤0.01% 6429
2017
Q2 		$22K Buy
1,798
+15
+0.8% +$163 ﹤0.01% 6545
2017
Q1 		$19K Buy
1,783
+13
+0.7% +$173 ﹤0.01% 6530
2016
Q4 		$25K Sell
1,770
-9
-0.5% -$159 ﹤0.01% 6590
2016
Q3 		$32K Sell
1,779
-1,242
-41% -$23.9K ﹤0.01% 6625
2016
Q2 		$49K Buy
3,021
+1,235
+69% +$21.5K ﹤0.01% 6433
2016
Q1 		$35K Sell
1,786
-1,144
-39% -$21.9K ﹤0.01% 6573
2015
Q4 		$76K Sell
2,930
-1,769
-38% -$37.4K ﹤0.01% 6317
2015
Q3 		$91K Sell
4,699
-7,826
-62% -$180K ﹤0.01% 6540
2015
Q2 		$316K Buy
12,525
+9,082
+264% +$270K ﹤0.01% 5686
2015
Q1 		$121K Buy
+3,443
New +$85.4K ﹤0.01% 6342

Other funds holding SUNW

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Goldman Sachs's SUNW Position: Q3 2023 in Review

Goldman Sachs sold out of Sunworks, Inc. (SUNW) in Q3 2023, closing a stake of 12,887 shares — an estimated $14.6K sold.

Goldman Sachs first reported a position in SUNW in Q1 2015 and held it in 22 quarters. The position peaked at $413K in Q3 2022. 37 funds tracked by Wall St. Rank hold SUNW as of Q3 2023.

  • Goldman Sachs reported no remaining Sunworks, Inc. position as of Q3 2023 after selling out during the quarter.
  • Goldman Sachs sold 12,887 Sunworks, Inc. shares in Q3 2023, an estimated $14.6K.
  • Goldman Sachs first reported a position in Sunworks, Inc. in Q1 2015 and held it in 22 quarters.
  • Goldman Sachs's Sunworks, Inc. position peaked at $413K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2023.

Based on Goldman Sachs's 13F filing for Q3 2023, filed 14 Nov 2023.