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Lake Street Advisors Group’s Goldman Sachs GS Stock Holding History

Lake Street Advisors 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
2024
Q4 		$2.07M Buy
3,623
+11
+0.3% +$6.14K 0.1% 131
2024
Q3 		$1.79M Buy
3,612
+239
+7% +$117K 0.08% 137
2024
Q2 		$1.53M Buy
3,373
+80
+2% +$35.1K 0.07% 161
2024
Q1 		$1.38M Sell
3,293
-55
-2% -$21.3K 0.06% 182
2023
Q4 		$1.29M Buy
+3,348
New +$1.12M 0.06% 187
2021
Q3 		– Sell
-1,786
Closed -$741K – 311
2021
Q2 		$741K Sell
1,786
-5
-0.3% -$1.79K 0.05% 131
2021
Q1 		$586K Buy
1,791
+20
+1% +$6.23K 0.05% 142
2020
Q4 		$467K Buy
1,771
+116
+7% +$25.8K 0.04% 160
2020
Q3 		$333K Buy
1,655
+181
+12% +$36.8K 0.03% 187
2020
Q2 		$291K Buy
+1,474
New +$277K 0.03% 207
2020
Q1 		– Sell
-1,441
Closed -$331K – 264
2019
Q4 		$331K Buy
1,441
+85
+6% +$18.4K 0.03% 171
2019
Q3 		$266K Buy
1,356
+114
+9% +$23.8K 0.03% 173
2019
Q2 		$254K Sell
1,242
-217
-15% -$42.9K 0.03% 174
2019
Q1 		$280K Buy
1,459
+182
+14% +$35.1K 0.03% 163
2018
Q4 		$213K Sell
1,277
-78
-6% -$15.7K 0.03% 177
2018
Q3 		$304K Sell
1,355
-1,142
-46% -$266K 0.03% 135
2018
Q2 		$551K Sell
2,497
-141
-5% -$33.6K 0.06% 141
2018
Q1 		$664K Buy
2,638
+154
+6% +$40.1K 0.07% 100
2017
Q4 		$633K Buy
+2,484
New +$609K 0.07% 110

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Street Advisors Group's GS Position: Q4 2024 in Review

Lake Street Advisors Group increased its Goldman Sachs (GS) stake by 0.3% in Q4 2024, buying an estimated $6.14K and bringing the position to 3,623 shares worth $2.07M. The position accounts for 0.1% of the portfolio, ranked #131.

Lake Street Advisors Group first reported a position in GS in Q4 2017 and has held it in 19 quarters since. 2,462 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Lake Street Advisors Group held 3,623 shares of Goldman Sachs worth $2.07M as of Q4 2024.
  • Lake Street Advisors Group bought 11 Goldman Sachs shares in Q4 2024, an estimated $6.14K.
  • Goldman Sachs made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #131 holding.
  • Lake Street Advisors Group first reported a position in Goldman Sachs in Q4 2017 and has held it in 19 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.