GDF
GS icon

Graham & Dodd Fund’s Goldman Sachs GS Stock Holding History

Graham & Dodd Fund’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$470K Sell
2,652
-2,030
-43% -$335K 1.43% 38
2013
Q3 		$741K Sell
4,682
-25
-0.5% -$4.03K 1.43% 36
2013
Q2 		$712K Buy
+4,707
New +$718K 1.42% 38

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graham & Dodd Fund's GS Position: Q4 2013 in Review

Graham & Dodd Fund reduced its Goldman Sachs (GS) stake by 43% in Q4 2013, selling an estimated $335K and leaving 2,652 shares worth $470K. The position accounts for 1.43% of the portfolio, ranked #38.

Graham & Dodd Fund first reported a position in GS in Q2 2013 and has held it in 3 quarters since. The position peaked at $741K in Q3 2013. 959 funds tracked by Wall St. Rank hold GS as of Q4 2013.

  • Graham & Dodd Fund held 2,652 shares of Goldman Sachs worth $470K as of Q4 2013.
  • Graham & Dodd Fund sold 2,030 Goldman Sachs shares in Q4 2013, an estimated $335K.
  • Goldman Sachs made up 1.43% of Graham & Dodd Fund's portfolio in Q4 2013, its #38 holding.
  • Graham & Dodd Fund first reported a position in Goldman Sachs in Q2 2013 and has held it in 3 quarters since.
  • Graham & Dodd Fund's Goldman Sachs position peaked at $741K in Q3 2013.
  • 959 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2013.

Based on Graham & Dodd Fund's 13F filing for Q4 2013, filed 11 Feb 2014.