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Householder Group Estate & Retirement Specialist’s Goldman Sachs GS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$202K Sell
353
-55
-13% -$30.7K 0.15% 101
2024
Q3 		$202K Hold
408
– – 0.06% 242
2024
Q2 		$184K Hold
408
– – 0.05% 256
2024
Q1 		$171K Hold
408
– – 0.05% 261
2023
Q4 		$157K Hold
408
– – 0.05% 267
2023
Q3 		$132K Buy
+408
New +$136K 0.05% 269
2023
Q1 		$133K Buy
408
+1
+0.2% +$348 0.05% 244
2022
Q4 		$139K Buy
407
+41
+11% +$14.3K 0.21% 57
2022
Q3 		$107K Buy
+366
New +$119K 0.04% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Goldman Sachs (GS) stake by 13% in Q4 2024, selling an estimated $30.7K and leaving 353 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #101.

Householder Group Estate & Retirement Specialist first reported a position in GS in Q3 2022 and has held it in 9 quarters since. 2,462 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 353 shares of Goldman Sachs worth $202K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 55 Goldman Sachs shares in Q4 2024, an estimated $30.7K.
  • Goldman Sachs made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #101 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Goldman Sachs in Q3 2022 and has held it in 9 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.