LCM
GS.PRJ

Lucas Capital Management’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Lucas Capital Management’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,700
Closed -$348K – 44
2020
Q2 		$348K Sell
13,700
-2,000
-13% -$50.9K 0.48% 37
2020
Q1 		$382K Buy
+15,700
New +$404K 0.58% 35
2019
Q3 		– Sell
-15,950
Closed -$414K – 52
2019
Q2 		$414K Buy
15,950
+1,500
+10% +$39.2K 0.49% 44
2019
Q1 		$370K Hold
14,450
– – 0.44% 45
2018
Q4 		$350K Buy
+14,450
New +$358K 0.46% 47

Other funds holding GS.PRJ

SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return

Lucas Capital Management's GS.PRJ Position: Q3 2020 in Review

Lucas Capital Management sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q3 2020, closing a stake of 13,700 shares — an estimated $348K sold.

Lucas Capital Management first reported a position in GS.PRJ in Q4 2018 and held it in 5 quarters. The position peaked at $414K in Q2 2019. 5 funds tracked by Wall St. Rank hold GS.PRJ as of Q3 2020.

  • Lucas Capital Management reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q3 2020 after selling out during the quarter.
  • Lucas Capital Management sold 13,700 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q3 2020, an estimated $348K.
  • Lucas Capital Management first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q4 2018 and held it in 5 quarters.
  • Lucas Capital Management's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $414K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q3 2020.

Based on Lucas Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.