Lau Associates’s Goldman Sachs GS Stock Holding History

Lau 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
2019 Q4	$1.33M	Hold	5,798	–	–	0.66%	38
2019 Q3	$1.2M	Sell	5,798 -4,300	-43%	-$899K	0.64%	42
2019 Q2	$2.07M	Buy	10,098 +200	+2%	+$39.6K	0.99%	29
2019 Q1	$1.9M	Buy	9,898 +1,700	+21%	+$328K	0.98%	28
2018 Q4	$1.37M	Buy	8,198 +258	+3%	+$52K	0.76%	38
2018 Q3	$1.78M	Hold	7,940	–	–	1.01%	30
2018 Q2	$1.75M	Buy	7,940 +40	+0.5%	+$9.54K	1.2%	22
2018 Q1	$1.99M	Buy	7,900 +200	+3%	+$52.1K	1.54%	16
2017 Q4	$1.96M	Hold	7,700	–	–	1.53%	18
2017 Q3	$1.83M	Hold	7,700	–	–	1.42%	19
2017 Q2	$1.71M	Buy	7,700 +100	+1%	+$22.2K	1.37%	20
2017 Q1	$1.75M	Buy	7,600 +100	+1%	+$24.1K	1.56%	16
2016 Q4	$1.8M	Buy	7,500 +300	+4%	+$60.9K	1.82%	16
2016 Q3	$1.16M	Hold	7,200	–	–	1.18%	33
2016 Q2	$1.07M	Buy	+7,200	New	+$1.12M	1.13%	35

Other funds holding GS

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lau Associates's GS Position: Q4 2019 in Review

Lau Associates held its Goldman Sachs (GS) position steady in Q4 2019 at 5,798 shares worth $1.33M. The position accounts for 0.66% of the portfolio, ranked #38.

Lau Associates first reported a position in GS in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.07M in Q2 2019. 1,373 funds tracked by Wall St. Rank hold GS as of Q4 2019.

Lau Associates held 5,798 shares of Goldman Sachs worth $1.33M as of Q4 2019.
Lau Associates left its Goldman Sachs share count unchanged in Q4 2019.
Goldman Sachs made up 0.66% of Lau Associates's portfolio in Q4 2019, its #38 holding.
Lau Associates first reported a position in Goldman Sachs in Q2 2016 and has held it in 15 quarters since.
Lau Associates's Goldman Sachs position peaked at $2.07M in Q2 2019.
1,373 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.