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Ladenburg Thalmann Financial Services’s Goldman Sachs GS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$6.45M Buy
28,970
+5,635
+24% +$1.22M 0.04% 407
2019
Q3 		$4.84M Buy
23,335
+2,103
+10% +$440K 0.03% 475
2019
Q2 		$4.35M Buy
21,232
+829
+4% +$164K 0.03% 491
2019
Q1 		$3.91M Sell
20,403
-865
-4% -$167K 0.03% 507
2018
Q4 		$3.56M Sell
21,268
-11,763
-36% -$2.37M 0.03% 472
2018
Q3 		$7.41M Sell
33,031
-12,805
-28% -$2.98M 0.06% 268
2018
Q2 		$11.5M Hold
45,836
– – 0.11% 182
2018
Q1 		$11.5M Buy
45,836
+31
+0.1% +$8.07K 0.11% 182
2017
Q4 		$11.7M Buy
45,805
+608
+1% +$149K 0.11% 187
2017
Q3 		$10.7M Buy
45,197
+414
+0.9% +$93.4K 0.12% 174
2017
Q2 		$9.94M Buy
44,783
+3,360
+8% +$747K 0.12% 168
2017
Q1 		$9.52M Buy
41,423
+4,072
+11% +$983K 0.12% 161
2016
Q4 		$8.92M Buy
37,351
+16,552
+80% +$3.36M 0.12% 164
2016
Q3 		$3.36M Buy
20,799
+4,127
+25% +$671K 0.05% 341
2016
Q2 		$2.48M Buy
16,672
+3,827
+30% +$597K 0.04% 397
2016
Q1 		$2.02M Buy
12,845
+1,801
+16% +$279K 0.04% 432
2015
Q4 		$1.99M Buy
11,044
+366
+3% +$68K 0.04% 417
2015
Q3 		$1.86M Sell
10,678
-9,352
-47% -$1.83M 0.04% 405
2015
Q2 		$4.18M Sell
20,030
-2,305
-10% -$470K 0.08% 245
2015
Q1 		$4.2M Buy
22,335
+1,761
+9% +$328K 0.08% 246
2014
Q4 		$3.98M Buy
20,574
+12,706
+161% +$2.39M 0.09% 211
2014
Q3 		$1.45M Sell
7,868
-408
-5% -$71.7K 0.04% 384
2014
Q2 		$1.39M Sell
8,276
-4,488
-35% -$724K 0.04% 401
2014
Q1 		$2.09M Sell
12,764
-1,764
-12% -$297K 0.06% 261
2013
Q4 		$2.58M Buy
14,528
+1,274
+10% +$210K 0.08% 201
2013
Q3 		$2.1M Sell
13,254
-161
-1% -$25.9K 0.07% 217
2013
Q2 		$2.04M Buy
+13,415
New +$2.05M 0.07% 212

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's GS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Goldman Sachs (GS) stake by 24% in Q4 2019, buying an estimated $1.22M and bringing the position to 28,970 shares worth $6.45M. The position accounts for 0.04% of the portfolio, ranked #407.

Ladenburg Thalmann Financial Services first reported a position in GS in Q2 2013 and has held it in 27 quarters since. The position peaked at $11.7M in Q4 2017. 1,374 funds tracked by Wall St. Rank hold GS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 28,970 shares of Goldman Sachs worth $6.45M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 5,635 Goldman Sachs shares in Q4 2019, an estimated $1.22M.
  • Goldman Sachs made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #407 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Goldman Sachs position peaked at $11.7M in Q4 2017.
  • 1,374 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.