J.P. Marvel Investment Advisors’s Goldman Sachs GS Stock Holding History

J.P. Marvel Investment 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
2023 Q2	–	Sell	-3,205	Closed	-$1.05M	–	71
2023 Q1	$1.05M	Hold	3,205	–	–	0.24%	57
2022 Q4	$1.1M	Hold	3,205	–	–	0.26%	55
2022 Q3	$939K	Hold	3,205	–	–	0.24%	55
2022 Q2	$952K	Hold	3,205	–	–	0.23%	55
2022 Q1	$1.06M	Hold	3,205	–	–	0.22%	55
2021 Q4	$1.23M	Hold	3,205	–	–	0.24%	53
2021 Q3	$1.21M	Buy	3,205 +190	+6%	+$74.2K	0.36%	42
2021 Q2	$1.14M	Buy	3,015 +15	+0.5%	+$5.37K	0.24%	57
2021 Q1	$981K	Buy	+3,000	New	+$934K	0.23%	58
2014 Q1	–	Sell	-29,820	Closed	-$5.29M	–	84
2013 Q4	$5.29M	Hold	29,820	–	–	1.89%	18
2013 Q3	$4.72M	Sell	29,820 -295	-1%	-$47.5K	1.83%	20
2013 Q2	$4.55M	Buy	+30,115	New	+$4.59M	1.9%	19

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J.P. Marvel Investment Advisors's GS Position: Q2 2023 in Review

J.P. Marvel Investment Advisors sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 3,205 shares — an estimated $1.05M sold.

J.P. Marvel Investment Advisors first reported a position in GS in Q2 2013 and held it in 12 quarters. The position peaked at $5.29M in Q4 2013. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

J.P. Marvel Investment Advisors reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
J.P. Marvel Investment Advisors sold 3,205 Goldman Sachs shares in Q2 2023, an estimated $1.05M.
J.P. Marvel Investment Advisors first reported a position in Goldman Sachs in Q2 2013 and held it in 12 quarters.
J.P. Marvel Investment Advisors's Goldman Sachs position peaked at $5.29M in Q4 2013.
1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.