Grandfield & Dodd’s Goldman Sachs GS Stock Holding History

Grandfield & Dodd’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
2019 Q3	–	Sell	-1,568	Closed	-$321K	–	179
2019 Q2	$321K	Buy	1,568 +11	+0.7%	+$2.18K	0.03%	148
2019 Q1	$299K	Hold	1,557	–	–	0.03%	149
2018 Q4	$260K	Sell	1,557 -50	-3%	-$10.1K	0.03%	146
2018 Q3	$360K	Hold	1,607	–	–	0.04%	146
2018 Q2	$354K	Hold	1,607	–	–	0.04%	147
2018 Q1	$405K	Sell	1,607 -259	-14%	-$67.4K	0.05%	140
2017 Q4	$475K	Sell	1,866 -63	-3%	-$15.5K	0.05%	137
2017 Q3	$458K	Hold	1,929	–	–	0.05%	136
2017 Q2	$428K	Buy	1,929 +606	+46%	+$135K	0.05%	141
2017 Q1	$304K	Hold	1,323	–	–	0.04%	157
2016 Q4	$317K	Sell	1,323 -395	-23%	-$80.2K	0.04%	154
2016 Q3	$277K	Buy	+1,718	New	+$279K	0.04%	160

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grandfield & Dodd's GS Position: Q3 2019 in Review

Grandfield & Dodd sold out of Goldman Sachs (GS) in Q3 2019, closing a stake of 1,568 shares — an estimated $321K sold.

Grandfield & Dodd first reported a position in GS in Q3 2016 and held it in 12 quarters. The position peaked at $475K in Q4 2017. 1,279 funds tracked by Wall St. Rank hold GS as of Q3 2019.

Grandfield & Dodd reported no remaining Goldman Sachs position as of Q3 2019 after selling out during the quarter.
Grandfield & Dodd sold 1,568 Goldman Sachs shares in Q3 2019, an estimated $321K.
Grandfield & Dodd first reported a position in Goldman Sachs in Q3 2016 and held it in 12 quarters.
Grandfield & Dodd's Goldman Sachs position peaked at $475K in Q4 2017.
1,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on Grandfield & Dodd's 13F filing for Q3 2019, filed 30 Oct 2019.