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J.M. Hartwell’s Goldman Sachs GS Stock Holding History

J.M. Hartwell’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
2018
Q4 		– Sell
-4,800
Closed -$1.08M – 84
2018
Q3 		$1.08M Sell
4,800
-70
-1% -$16.3K 0.19% 29
2018
Q2 		$1.07M Sell
4,870
-1,905
-28% -$454K 0.19% 33
2018
Q1 		$1.71M Buy
6,775
+1,550
+30% +$404K 0.32% 26
2017
Q4 		$1.33M Buy
5,225
+425
+9% +$104K 0.25% 33
2017
Q3 		$1.14M Sell
4,800
-3,635
-43% -$820K 0.22% 35
2017
Q2 		$1.87M Buy
8,435
+1,660
+25% +$369K 0.39% 24
2017
Q1 		$1.56M Buy
6,775
+3,775
+126% +$911K 0.34% 26
2016
Q4 		$718K Buy
+3,000
New +$609K 0.18% 36
2016
Q2 		– Sell
-3,800
Closed -$597K – 81
2016
Q1 		$597K Buy
3,800
+1,000
+36% +$155K 0.14% 46
2015
Q4 		$505K Buy
2,800
+800
+40% +$149K 0.12% 60
2015
Q3 		$348K Sell
2,000
-4,500
-69% -$882K 0.08% 75
2015
Q2 		$1.36M Buy
6,500
+4,500
+225% +$917K 0.29% 33
2015
Q1 		$376K Sell
2,000
-2,000
-50% -$372K 0.08% 82
2014
Q4 		$775K Buy
4,000
+2,900
+264% +$545K 0.18% 40
2014
Q3 		$202K Buy
+1,100
New +$193K 0.05% 95

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J.M. Hartwell's GS Position: Q4 2018 in Review

J.M. Hartwell sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 4,800 shares — an estimated $1.08M sold.

J.M. Hartwell first reported a position in GS in Q3 2014 and held it in 15 quarters. The position peaked at $1.87M in Q2 2017. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • J.M. Hartwell reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • J.M. Hartwell sold 4,800 Goldman Sachs shares in Q4 2018, an estimated $1.08M.
  • J.M. Hartwell first reported a position in Goldman Sachs in Q3 2014 and held it in 15 quarters.
  • J.M. Hartwell's Goldman Sachs position peaked at $1.87M in Q2 2017.
  • 1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on J.M. Hartwell's 13F filing for Q4 2018, filed 4 Feb 2019.