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Kelly Lawrence W & Associates’s Goldman Sachs GS Stock Holding History

Kelly Lawrence W & Associates’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
2022
Q4 		– Sell
-1,800
Closed -$527K – 170
2022
Q3 		$527K Sell
1,800
-200
-10% -$64.8K 0.15% 56
2022
Q2 		$594K Buy
2,000
+1,800
+900% +$560K 0.16% 52
2022
Q1 		$66K Hold
200
– – 0.01% 108
2021
Q4 		$77K Hold
200
– – 0.02% 109
2021
Q3 		$76K Hold
200
– – 0.02% 106
2021
Q2 		$76K Hold
200
– – 0.02% 108
2021
Q1 		$65K Buy
+200
New +$62.3K 0.02% 104
2018
Q1 		– Sell
-33,112
Closed -$8.44M – 148
2017
Q4 		$8.44M Buy
33,112
+355
+1% +$87.1K 1.55% 27
2017
Q3 		$7.77M Sell
32,757
-1,110
-3% -$250K 1.48% 28
2017
Q2 		$7.51M Buy
33,867
+560
+2% +$124K 1.49% 28
2017
Q1 		$7.65M Sell
33,307
-11,078
-25% -$2.67M 1.58% 28
2016
Q4 		$10.6M Sell
44,385
-1,936
-4% -$393K 2.36% 21
2016
Q3 		$7.47M Sell
46,321
-26,579
-36% -$4.32M 1.6% 31
2016
Q2 		$10.8M Sell
72,900
-2,720
-4% -$424K 2.5% 16
2016
Q1 		$11.9M Buy
75,620
+1,995
+3% +$309K 2.97% 13
2015
Q4 		$13.3M Buy
+73,625
New +$13.7M 3% 12
2014
Q3 		– Sell
-1,200
Closed -$201K – 97
2014
Q2 		$201K Hold
1,200
– – 0.04% 84
2014
Q1 		$197K Hold
1,200
– – 0.05% 83
2013
Q4 		$213K Sell
1,200
-28,800
-96% -$4.75M 0.05% 79
2013
Q3 		$4.75M Hold
30,000
– – 1.12% 36
2013
Q2 		$4.54M Buy
+30,000
New +$4.58M 1.15% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Lawrence W & Associates's GS Position: Q4 2022 in Review

Kelly Lawrence W & Associates sold out of Goldman Sachs (GS) in Q4 2022, closing a stake of 1,800 shares — an estimated $527K sold.

Kelly Lawrence W & Associates first reported a position in GS in Q2 2013 and held it in 21 quarters. The position peaked at $13.3M in Q4 2015. 1,884 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Kelly Lawrence W & Associates reported no remaining Goldman Sachs position as of Q4 2022 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 1,800 Goldman Sachs shares in Q4 2022, an estimated $527K.
  • Kelly Lawrence W & Associates first reported a position in Goldman Sachs in Q2 2013 and held it in 21 quarters.
  • Kelly Lawrence W & Associates's Goldman Sachs position peaked at $13.3M in Q4 2015.
  • 1,884 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.