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LGL Partners’s Goldman Sachs GS Stock Holding History

LGL Partners’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
Q1 		– Sell
-1,191
Closed -$274K – 87
2019
Q4 		$274K Buy
1,191
+1
+0.1% +$217 0.09% 87
2019
Q3 		$247K Buy
1,190
+1
+0.1% +$209 0.1% 93
2019
Q2 		$243K Sell
1,189
-61
-5% -$12.1K 0.1% 99
2019
Q1 		$240K Buy
+1,250
New +$241K 0.09% 98

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGL Partners's GS Position: Q1 2020 in Review

LGL Partners sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 1,191 shares — an estimated $274K sold.

LGL Partners first reported a position in GS in Q1 2019 and held it in 4 quarters. The position peaked at $274K in Q4 2019. 1,261 funds tracked by Wall St. Rank hold GS as of Q1 2020.

  • LGL Partners reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
  • LGL Partners sold 1,191 Goldman Sachs shares in Q1 2020, an estimated $274K.
  • LGL Partners first reported a position in Goldman Sachs in Q1 2019 and held it in 4 quarters.
  • LGL Partners's Goldman Sachs position peaked at $274K in Q4 2019.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on LGL Partners's 13F filing for Q1 2020, filed 13 May 2020.