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Lakewood Asset Management’s Goldman Sachs GS Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-292
Closed -$100K – 185
2022
Q4 		$100K Buy
+292
New +$102K 0.08% 138

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lakewood Asset Management's GS Position: Q1 2023 in Review

Lakewood Asset Management sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 292 shares — an estimated $100K sold.

Lakewood Asset Management first reported a position in GS in Q4 2022 and held it in 1 quarter. The position peaked at $100K in Q4 2022. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • Lakewood Asset Management reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 292 Goldman Sachs shares in Q1 2023, an estimated $100K.
  • Lakewood Asset Management first reported a position in Goldman Sachs in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Goldman Sachs position peaked at $100K in Q4 2022.
  • 1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.