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Lagoda Investment Management’s Goldman Sachs GS Stock Holding History

Lagoda Investment Management’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
2017
Q1 		– Sell
-480
Closed -$115K – 40
2016
Q4 		$115K Buy
+480
New +$97.5K 0.04% 30

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lagoda Investment Management's GS Position: Q1 2017 in Review

Lagoda Investment Management sold out of Goldman Sachs (GS) in Q1 2017, closing a stake of 480 shares — an estimated $115K sold.

Lagoda Investment Management first reported a position in GS in Q4 2016 and held it in 1 quarter. The position peaked at $115K in Q4 2016. 1,210 funds tracked by Wall St. Rank hold GS as of Q1 2017.

  • Lagoda Investment Management reported no remaining Goldman Sachs position as of Q1 2017 after selling out during the quarter.
  • Lagoda Investment Management sold 480 Goldman Sachs shares in Q1 2017, an estimated $115K.
  • Lagoda Investment Management first reported a position in Goldman Sachs in Q4 2016 and held it in 1 quarter.
  • Lagoda Investment Management's Goldman Sachs position peaked at $115K in Q4 2016.
  • 1,210 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on Lagoda Investment Management's 13F filing for Q1 2017, filed 15 May 2017.