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Leo Brokerage’s Goldman Sachs GS Stock Holding History

Leo Brokerage’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
Q2 		$1.01M Buy
3,121
+12
+0.4% +$3.94K 0.11% 127
2023
Q1 		$1.02M Buy
+3,109
New +$1.08M 0.15% 121
2022
Q2 		$319K Sell
1,074
-1,701
-61% -$530K 0.09% 130
2022
Q1 		$916K Buy
+2,775
New +$980K 0.15% 101
2021
Q3 		$391K Hold
1,035
– – 0.07% 121
2021
Q2 		$393K Buy
1,035
+2
+0.2% +$716 0.08% 129
2021
Q1 		$338K Buy
+1,033
New +$322K 0.1% 136

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Brokerage's GS Position: Q2 2023 in Review

Leo Brokerage increased its Goldman Sachs (GS) stake by 0.39% in Q2 2023, buying an estimated $3.94K and bringing the position to 3,121 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #127.

Leo Brokerage first reported a position in GS in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2023. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • Leo Brokerage held 3,121 shares of Goldman Sachs worth $1.01M as of Q2 2023.
  • Leo Brokerage bought 12 Goldman Sachs shares in Q2 2023, an estimated $3.94K.
  • Goldman Sachs made up 0.11% of Leo Brokerage's portfolio in Q2 2023, its #127 holding.
  • Leo Brokerage first reported a position in Goldman Sachs in Q1 2021 and has held it in 7 quarters since.
  • Leo Brokerage's Goldman Sachs position peaked at $1.02M in Q1 2023.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.