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LRI Investments’s Goldman Sachs GS Stock Holding History

LRI Investments’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
2026
Q2 		$1.29M Buy
1,275
+41
+3% +$40K 0.1% 108
2026
Q1 		$1.04M Sell
1,234
-29
-2% -$25.9K 0.09% 107
2025
Q4 		$1.11M Sell
1,263
-209
-14% -$171K 0.09% 106
2025
Q3 		$1.17M Sell
1,472
-111
-7% -$82.3K 0.1% 104
2025
Q2 		$1.12M Buy
1,583
+165
+12% +$95.6K 0.1% 98
2025
Q1 		$775K Sell
1,418
-205
-13% -$123K 0.07% 124
2024
Q4 		$929K Buy
1,623
+70
+5% +$39K 0.09% 85
2024
Q3 		$914K Sell
1,553
-75
-5% -$36.7K 0.09% 93
2024
Q2 		$736K Buy
1,628
+1,436
+748% +$630K 0.08% 86
2024
Q1 		$80.2K Buy
+192
New +$74.5K 0.02% 227

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return