Gratus Capital’s Goldman Sachs GS Stock Holding History

Gratus Capital’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
2024 Q2	$1.83M	Sell	4,055 -85	-2%	-$37.3K	0.07%	145
2024 Q1	$1.73M	Buy	+4,140	New	+$1.61M	0.08%	144

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gratus Capital's GS Position: Q2 2024 in Review

Gratus Capital reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2024, selling an estimated $37.3K and leaving 4,055 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #145.

Gratus Capital first reported a position in GS in Q1 2024 and has held it in 2 quarters since. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Gratus Capital held 4,055 shares of Goldman Sachs worth $1.83M as of Q2 2024.
Gratus Capital sold 85 Goldman Sachs shares in Q2 2024, an estimated $37.3K.
Goldman Sachs made up 0.07% of Gratus Capital's portfolio in Q2 2024, its #145 holding.
Gratus Capital first reported a position in Goldman Sachs in Q1 2024 and has held it in 2 quarters since.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.