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HoyleCohen’s Goldman Sachs GS Stock Holding History

HoyleCohen’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 		$10.2M Sell
22,548
-165
-0.7% -$72.4K 0.77% 38
2024
Q1 		$9.49M Sell
22,713
-563
-2% -$218K 0.72% 39
2023
Q4 		$8.98M Sell
23,276
-427
-2% -$143K 0.73% 38
2023
Q3 		$7.67M Sell
23,703
-461
-2% -$154K 0.71% 39
2023
Q2 		$7.79M Sell
24,164
-99
-0.4% -$32.5K 0.69% 43
2023
Q1 		$7.94M Sell
24,263
-284
-1% -$98.9K 0.74% 40
2022
Q4 		$8.43M Sell
24,547
-209
-0.8% -$72.8K 0.84% 34
2022
Q3 		$7.25M Buy
24,756
+37
+0.1% +$12K 0.79% 36
2022
Q2 		$7.34M Buy
24,719
+262
+1% +$81.6K 0.76% 36
2022
Q1 		$8.07M Buy
24,457
+239
+1% +$84.4K 0.69% 39
2021
Q4 		$9.27M Buy
24,218
+750
+3% +$297K 0.77% 30
2021
Q3 		$8.87M Sell
23,468
-469
-2% -$183K 0.84% 29
2021
Q2 		$9.09K Buy
23,937
+371
+2% +$133K 0.71% 30
2021
Q1 		$7.71M Buy
23,566
+425
+2% +$132K 0.78% 33
2020
Q4 		$6.1M Buy
23,141
+354
+2% +$78.8K 0.7% 39
2020
Q3 		$4.58M Sell
22,787
-752
-3% -$153K 0.67% 41
2020
Q2 		$4.65M Sell
23,539
-571
-2% -$107K 0.78% 34
2020
Q1 		$3.73M Sell
24,110
-170
-0.7% -$36.1K 0.74% 37
2019
Q4 		$5.58M Sell
24,280
-1,082
-4% -$235K 0.89% 36
2019
Q3 		$5.26M Sell
25,362
-781
-3% -$163K 0.9% 37
2019
Q2 		$5.35M Sell
26,143
-567
-2% -$112K 0.93% 35
2019
Q1 		$5.13M Sell
26,710
-450
-2% -$86.8K 0.9% 36
2018
Q4 		$4.54M Sell
27,160
-662
-2% -$134K 0.93% 35
2018
Q3 		$6.24M Buy
27,822
+27
+0.1% +$6.28K 1.18% 28
2018
Q2 		$6.13M Buy
27,795
+422
+2% +$101K 1.24% 28
2018
Q1 		$6.89M Sell
27,373
-40
-0.1% -$10.4K 1.4% 28
2017
Q4 		$6.98M Buy
+27,413
New +$6.72M 1.38% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HoyleCohen's GS Position: Q2 2024 in Review

HoyleCohen reduced its Goldman Sachs (GS) stake by 0.73% in Q2 2024, selling an estimated $72.4K and leaving 22,548 shares worth $10.2M. The position accounts for 0.77% of the portfolio, ranked #38.

HoyleCohen first reported a position in GS in Q4 2017 and has held it in 27 quarters since. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • HoyleCohen held 22,548 shares of Goldman Sachs worth $10.2M as of Q2 2024.
  • HoyleCohen sold 165 Goldman Sachs shares in Q2 2024, an estimated $72.4K.
  • Goldman Sachs made up 0.77% of HoyleCohen's portfolio in Q2 2024, its #38 holding.
  • HoyleCohen first reported a position in Goldman Sachs in Q4 2017 and has held it in 27 quarters since.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.