McCarthy Asset Management’s Goldman Sachs GS Stock Holding History

McCarthy Asset 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
2023 Q3	–	Sell	-664	Closed	-$214K	–	38
2023 Q2	$214K	Hold	664	–	–	0.15%	35
2023 Q1	$217K	Hold	664	–	–	0.15%	32
2022 Q4	$228K	Buy	+664	New	+$231K	0.16%	31
2022 Q2	–	Sell	-664	Closed	-$219K	–	134
2022 Q1	$219K	Hold	664	–	–	0.15%	36
2021 Q4	$254K	Hold	664	–	–	0.17%	29
2021 Q3	$251K	Hold	664	–	–	0.19%	29
2021 Q2	$252K	Hold	664	–	–	0.18%	33
2021 Q1	$217K	Hold	664	–	–	0.17%	33
2020 Q4	$175K	Buy	+664	New	+$148K	0.15%	35

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McCarthy Asset Management's GS Position: Q3 2023 in Review

McCarthy Asset Management sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 664 shares — an estimated $214K sold.

McCarthy Asset Management first reported a position in GS in Q4 2020 and held it in 9 quarters. The position peaked at $254K in Q4 2021. 1,794 funds tracked by Wall St. Rank hold GS as of Q3 2023.

McCarthy Asset Management reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
McCarthy Asset Management sold 664 Goldman Sachs shares in Q3 2023, an estimated $214K.
McCarthy Asset Management first reported a position in Goldman Sachs in Q4 2020 and held it in 9 quarters.
McCarthy Asset Management's Goldman Sachs position peaked at $254K in Q4 2021.
1,794 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on McCarthy Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.