LCM
GS icon

Lewis Capital Management’s Goldman Sachs GS Stock Holding History

Lewis Capital Management’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
Q3 		$584K Buy
1,806
+155
+9% +$51.8K 0.91% 28
2023
Q2 		$533K Buy
1,651
+5
+0.3% +$1.64K 0.76% 31
2023
Q1 		$538K Buy
1,646
+2
+0.1% +$696 0.81% 31
2022
Q4 		$565K Hold
1,644
– – 0.86% 32
2022
Q3 		$482K Buy
1,644
+21
+1% +$6.8K 0.74% 35
2022
Q2 		$482K Sell
1,623
-10
-0.6% -$3.11K 0.69% 36
2022
Q1 		$539K Buy
1,633
+106
+7% +$37.4K 0.61% 39
2021
Q4 		$584K Buy
+1,527
New +$605K 0.61% 37

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lewis Capital Management's GS Position: Q3 2023 in Review

Lewis Capital Management increased its Goldman Sachs (GS) stake by 9.4% in Q3 2023, buying an estimated $51.8K and bringing the position to 1,806 shares worth $584K. The position accounts for 0.91% of the portfolio, ranked #28.

Lewis Capital Management first reported a position in GS in Q4 2021 and has held it in 8 quarters since. 1,794 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Lewis Capital Management held 1,806 shares of Goldman Sachs worth $584K as of Q3 2023.
  • Lewis Capital Management bought 155 Goldman Sachs shares in Q3 2023, an estimated $51.8K.
  • Goldman Sachs made up 0.91% of Lewis Capital Management's portfolio in Q3 2023, its #28 holding.
  • Lewis Capital Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 8 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Lewis Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.