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LeJeune Puetz Investment Counsel’s Goldman Sachs GS Stock Holding History

LeJeune Puetz Investment Counsel’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 		$1.71M Buy
5,232
+2
+0% +$696 0.61% 58
2022
Q4 		$1.8M Buy
5,230
+75
+1% +$26.1K 0.67% 51
2022
Q3 		$1.51M Buy
5,155
+150
+3% +$48.6K 0.62% 52
2022
Q2 		$1.49M Sell
5,005
-450
-8% -$140K 0.58% 57
2022
Q1 		$1.8M Buy
5,455
+1,365
+33% +$482K 0.63% 52
2021
Q4 		$1.56M Sell
4,090
-5
-0.1% -$1.98K 0.53% 64
2021
Q3 		$1.55M Buy
4,095
+200
+5% +$78.1K 0.56% 60
2021
Q2 		$1.48M Hold
3,895
– – 0.55% 61
2021
Q1 		$1.27M Hold
3,895
– – 0.5% 67
2020
Q4 		$1.03M Hold
3,895
– – 0.44% 73
2020
Q3 		$783K Buy
3,895
+200
+5% +$40.7K 0.38% 75
2020
Q2 		$730K Sell
3,695
-1,200
-25% -$225K 0.38% 77
2020
Q1 		$757K Buy
4,895
+945
+24% +$201K 0.44% 70
2019
Q4 		$908K Hold
3,950
– – 0.43% 71
2019
Q3 		$819K Hold
3,950
– – 0.42% 73
2019
Q2 		$808K Buy
3,950
+200
+5% +$39.6K 0.42% 72
2019
Q1 		$720K Buy
3,750
+810
+28% +$156K 0.39% 74
2018
Q4 		$491K Buy
2,940
+671
+30% +$135K 0.31% 87
2018
Q3 		$509K Hold
2,269
– – 0.29% 91
2018
Q2 		$500K Sell
2,269
-650
-22% -$155K 0.31% 89
2018
Q1 		$735K Hold
2,919
– – 0.45% 77
2017
Q4 		$744K Buy
2,919
+4
+0.1% +$981 0.46% 75
2017
Q3 		$691K Hold
2,915
– – 0.44% 78
2017
Q2 		$647K Hold
2,915
– – 0.44% 80
2017
Q1 		$670K Sell
2,915
-170
-6% -$41K 0.48% 74
2016
Q4 		$739K Buy
+3,085
New +$626K 0.57% 66

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

LeJeune Puetz Investment Counsel's GS Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Goldman Sachs (GS) stake by 0.04% in Q1 2023, buying an estimated $696 and bringing the position to 5,232 shares worth $1.71M. The position accounts for 0.61% of the portfolio, ranked #58.

LeJeune Puetz Investment Counsel first reported a position in GS in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.8M in Q1 2022. 1,811 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 5,232 shares of Goldman Sachs worth $1.71M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 2 Goldman Sachs shares in Q1 2023, an estimated $696.
  • Goldman Sachs made up 0.61% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #58 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Goldman Sachs in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Goldman Sachs position peaked at $1.8M in Q1 2022.
  • 1,811 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.