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H&H Retirement Design & Management’s Goldman Sachs GS Stock Holding History

H&H Retirement Design & Management’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
2023
Q4 		– Sell
-755
Closed -$234K – 64
2023
Q3 		$234K Buy
+755
New +$252K 0.16% 54

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

H&H Retirement Design & Management's GS Position: Q4 2023 in Review

H&H Retirement Design & Management sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 755 shares — an estimated $234K sold.

H&H Retirement Design & Management first reported a position in GS in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 1,969 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • H&H Retirement Design & Management reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 755 Goldman Sachs shares in Q4 2023, an estimated $234K.
  • H&H Retirement Design & Management first reported a position in Goldman Sachs in Q3 2023 and held it in 1 quarter.
  • H&H Retirement Design & Management's Goldman Sachs position peaked at $234K in Q3 2023.
  • 1,969 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on H&H Retirement Design & Management's 13F filing for Q4 2023, filed 9 Feb 2024.