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MD Financial Management’s Goldman Sachs GS Stock Holding History

MD Financial 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
2021
Q4 		$2.9M Buy
7,569
+511
+7% +$202K 0.07% 119
2021
Q3 		$2.67M Sell
7,058
-849
-11% -$332K 0.07% 108
2021
Q2 		$3M Buy
+7,907
New +$2.83M 0.09% 82

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MD Financial Management's GS Position: Q4 2021 in Review

MD Financial Management increased its Goldman Sachs (GS) stake by 7.2% in Q4 2021, buying an estimated $202K and bringing the position to 7,569 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #119.

MD Financial Management first reported a position in GS in Q2 2021 and has held it in 3 quarters since. The position peaked at $3M in Q2 2021. 1,885 funds tracked by Wall St. Rank hold GS as of Q4 2021.

  • MD Financial Management held 7,569 shares of Goldman Sachs worth $2.9M as of Q4 2021.
  • MD Financial Management bought 511 Goldman Sachs shares in Q4 2021, an estimated $202K.
  • Goldman Sachs made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #119 holding.
  • MD Financial Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Goldman Sachs position peaked at $3M in Q2 2021.
  • 1,885 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.