Gries Financial’s Goldman Sachs GS Stock Holding History

Gries Financial’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
2025 Q3	$953K	Buy	1,196 +630	+111%	+$467K	0.15%	135
2025 Q2	$401K	Sell	566 -489	-46%	-$283K	0.07%	188
2025 Q1	$576K	Sell	1,055 -3,221	-75%	-$1.94M	0.11%	150
2024 Q4	$2.45M	Sell	4,276 -17	-0.4%	-$9.48K	0.43%	48
2024 Q3	$2.13M	Sell	4,293 -3,222	-43%	-$1.58M	0.4%	58
2024 Q2	$3.4M	Sell	7,515 -316	-4%	-$139K	0.7%	26
2024 Q1	$3.27M	Sell	7,831 -36	-0.5%	-$14K	0.55%	40
2023 Q4	$3.03M	Sell	7,867 -109	-1%	-$36.4K	0.67%	29
2023 Q3	$2.58M	Sell	7,976 -236	-3%	-$78.9K	0.7%	29
2023 Q2	$2.65M	Buy	8,212 +42	+0.5%	+$13.8K	0.73%	28
2023 Q1	$2.67M	Sell	8,170 -237	-3%	-$82.5K	0.79%	29
2022 Q4	$2.89M	Buy	8,407 +2,689	+47%	+$936K	0.96%	27
2022 Q3	$1.68M	Buy	5,718 +228	+4%	+$73.9K	0.71%	38
2022 Q2	$1.63M	Buy	5,490 +2,470	+82%	+$769K	0.78%	42
2022 Q1	$997K	Buy	3,020 +816	+37%	+$288K	0.37%	77
2021 Q4	$843K	Sell	2,204 -2,374	-52%	-$940K	0.34%	81
2021 Q3	$1.73M	Sell	4,578 -1,193	-21%	-$466K	0.54%	55
2021 Q2	$2.18M	Sell	5,771 -2,208	-28%	-$790K	0.7%	34
2021 Q1	$2.86M	Buy	+7,979	New	+$2.48M	0.91%	29

Other funds holding GS

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

BlackRock New York $5.7T 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fisher Asset Management

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

Bank of America

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

Capital World Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return