Lane & Associates’s Goldman Sachs GS Stock Holding History

Lane & Associates’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
2025 Q1	$366K	Sell	670 -37	-5%	-$22.3K	0.2%	81
2024 Q4	$453K	Buy	707 +12	+2%	+$6.69K	0.23%	70
2024 Q3	$344K	Sell	695 -75	-10%	-$36.7K	0.19%	84
2024 Q2	$348K	Sell	770 -6	-0.8%	-$2.63K	0.21%	83
2024 Q1	$324K	Sell	776 -82	-10%	-$31.8K	0.2%	83
2023 Q4	$331K	Sell	858 -111	-11%	-$37K	0.24%	74
2023 Q3	$314K	Buy	969 +24	+3%	+$8.02K	0.25%	77
2023 Q2	$305K	Buy	945 +127	+16%	+$41.8K	0.24%	76
2023 Q1	$268K	Buy	+818	New	+$285K	0.24%	78

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lane & Associates's GS Position: Q1 2025 in Review

Lane & Associates reduced its Goldman Sachs (GS) stake by 5.2% in Q1 2025, selling an estimated $22.3K and leaving 670 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #81.

Lane & Associates first reported a position in GS in Q1 2023 and has held it in 9 quarters since. The position peaked at $453K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold GS as of Q1 2025.

Lane & Associates held 670 shares of Goldman Sachs worth $366K as of Q1 2025.
Lane & Associates sold 37 Goldman Sachs shares in Q1 2025, an estimated $22.3K.
Goldman Sachs made up 0.2% of Lane & Associates's portfolio in Q1 2025, its #81 holding.
Lane & Associates first reported a position in Goldman Sachs in Q1 2023 and has held it in 9 quarters since.
Lane & Associates's Goldman Sachs position peaked at $453K in Q4 2024.
2,488 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.