Lourd Capital’s Goldman Sachs GS Stock Holding History

Lourd Capital’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
2018 Q4	–	Sell	-1,032	Closed	-$231K	–	322
2018 Q3	$231K	Buy	+1,032	New	+$240K	0.02%	275
2018 Q1	–	Sell	-1,079	Closed	-$275K	–	198
2017 Q4	$275K	Buy	+1,079	New	+$265K	0.02%	256

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lourd Capital's GS Position: Q4 2018 in Review

Lourd Capital sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 1,032 shares — an estimated $231K sold.

Lourd Capital first reported a position in GS in Q4 2017 and held it in 2 quarters. The position peaked at $275K in Q4 2017. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

Lourd Capital reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 1,032 Goldman Sachs shares in Q4 2018, an estimated $231K.
Lourd Capital first reported a position in Goldman Sachs in Q4 2017 and held it in 2 quarters.
Lourd Capital's Goldman Sachs position peaked at $275K in Q4 2017.
1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.