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Lee Capital Holdings’s Goldman Sachs GS Stock Holding History

Lee Capital Holdings’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
2020
Q4 		– Sell
-7,000
Closed -$1.41M – 89
2020
Q3 		$1.41M Buy
+7,000
New +$1.42M 0.82% 38
2020
Q1 		– Sell
-2,500
Closed -$575K – 65
2019
Q4 		$575K Buy
+2,500
New +$543K 0.53% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Capital Holdings's GS Position: Q4 2020 in Review

Lee Capital Holdings sold out of Goldman Sachs (GS) in Q4 2020, closing a stake of 7,000 shares — an estimated $1.41M sold.

Lee Capital Holdings first reported a position in GS in Q4 2019 and held it in 2 quarters. The position peaked at $1.41M in Q3 2020. 1,539 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • Lee Capital Holdings reported no remaining Goldman Sachs position as of Q4 2020 after selling out during the quarter.
  • Lee Capital Holdings sold 7,000 Goldman Sachs shares in Q4 2020, an estimated $1.41M.
  • Lee Capital Holdings first reported a position in Goldman Sachs in Q4 2019 and held it in 2 quarters.
  • Lee Capital Holdings's Goldman Sachs position peaked at $1.41M in Q3 2020.
  • 1,539 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Lee Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.