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GYL Financial Synergies’s Goldman Sachs GS Stock Holding History

GYL Financial Synergies’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
Q3 		$18.4M Sell
37,205
-794
-2% -$388K 1.39% 13
2024
Q2 		$17.2M Sell
37,999
-2,400
-6% -$1.05M 1.33% 15
2024
Q1 		$16.9M Sell
40,399
-1,177
-3% -$457K 1.32% 14
2023
Q4 		$16M Sell
41,576
-1,071
-3% -$357K 1.33% 14
2023
Q3 		$13.8M Sell
42,647
-864
-2% -$289K 1.34% 12
2023
Q2 		$14M Sell
43,511
-1,156
-3% -$380K 1.28% 16
2023
Q1 		$14.6M Buy
44,667
+43,222
+2,991% +$15M 1.75% 10
2022
Q4 		$496K Sell
1,445
-87
-6% -$30.3K 0.11% 129
2022
Q3 		$449K Buy
1,532
+14
+0.9% +$4.54K 0.12% 112
2022
Q2 		$451K Buy
1,518
+138
+10% +$43K 0.12% 107
2022
Q1 		$456K Sell
1,380
-125
-8% -$44.1K 0.11% 114
2021
Q4 		$576K Buy
1,505
+182
+14% +$72.1K 0.16% 107
2021
Q3 		$500K Hold
1,323
– – 0.26% 101
2021
Q2 		$502K Hold
1,323
– – 0.26% 100
2021
Q1 		$433K Sell
1,323
-30
-2% -$9.34K 0.24% 110
2020
Q4 		$357K Hold
1,353
– – 0.21% 120
2020
Q3 		$272K Buy
1,353
+300
+28% +$61K 0.18% 129
2020
Q2 		$208K Buy
+1,053
New +$198K 0.15% 147
2020
Q1 		– Sell
-1,009
Closed -$232K – 159
2019
Q4 		$232K Hold
1,009
– – 0.1% 164
2019
Q3 		$209K Hold
1,009
– – 0.1% 162
2019
Q2 		$206K Sell
1,009
-85
-8% -$16.8K 0.11% 154
2019
Q1 		$210K Buy
+1,094
New +$211K 0.12% 151

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's GS Position: Q3 2024 in Review

GYL Financial Synergies reduced its Goldman Sachs (GS) stake by 2.1% in Q3 2024, selling an estimated $388K and leaving 37,205 shares worth $18.4M. The position accounts for 1.39% of the portfolio, ranked #13.

GYL Financial Synergies first reported a position in GS in Q1 2019 and has held it in 22 quarters since. 2,206 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • GYL Financial Synergies held 37,205 shares of Goldman Sachs worth $18.4M as of Q3 2024.
  • GYL Financial Synergies sold 794 Goldman Sachs shares in Q3 2024, an estimated $388K.
  • Goldman Sachs made up 1.39% of GYL Financial Synergies's portfolio in Q3 2024, its #13 holding.
  • GYL Financial Synergies first reported a position in Goldman Sachs in Q1 2019 and has held it in 22 quarters since.
  • 2,206 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.