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Kovitz Investment Group’s Goldman Sachs GS Stock Holding History

Kovitz Investment Group’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
2014
Q3 		– Sell
-40,239
Closed -$6.74M – 106
2014
Q2 		$6.74M Sell
40,239
-112,886
-74% -$18.2M 0.35% 40
2014
Q1 		$22.5M Sell
153,125
-18,552
-11% -$3.12M 1.16% 37
2013
Q4 		$30.4M Sell
171,677
-59,277
-26% -$9.78M 1.39% 34
2013
Q3 		$36.5M Sell
230,954
-430
-0.2% -$69.2K 1.77% 28
2013
Q2 		$35M Buy
+231,384
New +$35.3M 1.79% 26

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group's GS Position: Q3 2014 in Review

Kovitz Investment Group sold out of Goldman Sachs (GS) in Q3 2014, closing a stake of 40,239 shares — an estimated $6.74M sold.

Kovitz Investment Group first reported a position in GS in Q2 2013 and held it in 5 quarters. The position peaked at $36.5M in Q3 2013. 935 funds tracked by Wall St. Rank hold GS as of Q3 2014.

  • Kovitz Investment Group reported no remaining Goldman Sachs position as of Q3 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 40,239 Goldman Sachs shares in Q3 2014, an estimated $6.74M.
  • Kovitz Investment Group first reported a position in Goldman Sachs in Q2 2013 and held it in 5 quarters.
  • Kovitz Investment Group's Goldman Sachs position peaked at $36.5M in Q3 2013.
  • 935 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2014.

Based on Kovitz Investment Group's 13F filing for Q3 2014, filed 14 Nov 2014.