Hyperion Capital Advisors’s Goldman Sachs GS Stock Holding History

Hyperion Capital Advisors’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	–	Sell	-1,200	Closed	-$594K	–	114
2024 Q3	$594K	Sell	1,200 -1,000	-45%	-$489K	0.28%	34
2024 Q2	$995K	Hold	2,200	–	–	0.47%	24
2024 Q1	$919K	Hold	2,200	–	–	0.43%	26
2023 Q4	$849K	Hold	2,200	–	–	0.46%	27
2023 Q3	$712K	Hold	2,200	–	–	0.39%	30
2023 Q2	$710K	Hold	2,200	–	–	0.39%	31
2023 Q1	$720K	Hold	2,200	–	–	0.35%	31
2022 Q4	$755K	Hold	2,200	–	–	0.37%	29
2022 Q3	$645K	Hold	2,200	–	–	0.32%	32
2022 Q2	$653K	Hold	2,200	–	–	0.3%	34
2022 Q1	$726K	Hold	2,200	–	–	0.28%	35
2021 Q4	$842K	Hold	2,200	–	–	0.19%	33
2021 Q3	$832K	Hold	2,200	–	–	0.22%	29
2021 Q2	$835K	Hold	2,200	–	–	0.24%	27
2021 Q1	$719K	Sell	2,200 -2,000	-48%	-$623K	0.23%	26
2020 Q4	$1.11M	Hold	4,200	–	–	0.44%	21
2020 Q3	$844K	Hold	4,200	–	–	0.41%	20
2020 Q2	$830K	Hold	4,200	–	–	0.49%	21
2020 Q1	$649K	Hold	4,200	–	–	0.46%	20
2019 Q4	$966K	Buy	+4,200	New	+$911K	0.52%	18

Other funds holding GS

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

BlackRock New York $5.72T 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hyperion Capital Advisors's GS Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 1,200 shares — an estimated $594K sold.

Hyperion Capital Advisors first reported a position in GS in Q4 2019 and held it in 20 quarters. The position peaked at $1.11M in Q4 2020. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

Hyperion Capital Advisors reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
Hyperion Capital Advisors sold 1,200 Goldman Sachs shares in Q4 2024, an estimated $594K.
Hyperion Capital Advisors first reported a position in Goldman Sachs in Q4 2019 and held it in 20 quarters.
Hyperion Capital Advisors's Goldman Sachs position peaked at $1.11M in Q4 2020.
2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.