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Mader & Shannon Wealth Management’s Goldman Sachs GS Stock Holding History

Mader & Shannon Wealth 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
2022
Q2 		– Sell
-17,055
Closed -$5.63M – 23
2022
Q1 		$5.63M Sell
17,055
-176
-1% -$62.2K 3.06% 16
2021
Q4 		$6.59M Buy
17,231
+216
+1% +$85.5K 3.65% 12
2021
Q3 		$6.43M Buy
17,015
+12
+0.1% +$4.69K 4.11% 11
2021
Q2 		$6.45M Buy
17,003
+393
+2% +$141K 3.32% 13
2021
Q1 		$5.43M Sell
16,610
-3,031
-15% -$944K 3.18% 17
2020
Q4 		$5.18M Buy
+19,641
New +$4.37M 3.43% 11

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mader & Shannon Wealth Management's GS Position: Q2 2022 in Review

Mader & Shannon Wealth Management sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 17,055 shares — an estimated $5.63M sold.

Mader & Shannon Wealth Management first reported a position in GS in Q4 2020 and held it in 6 quarters. The position peaked at $6.59M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Mader & Shannon Wealth Management reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 17,055 Goldman Sachs shares in Q2 2022, an estimated $5.63M.
  • Mader & Shannon Wealth Management first reported a position in Goldman Sachs in Q4 2020 and held it in 6 quarters.
  • Mader & Shannon Wealth Management's Goldman Sachs position peaked at $6.59M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.