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Meristem Family Wealth’s Goldman Sachs GS Stock Holding History

Meristem Family Wealth’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
Q1 		$1.18M Sell
3,560
-314
-8% -$111K 0.13% 91
2021
Q4 		$1.48M Buy
3,874
+33
+0.9% +$13.1K 0.13% 98
2021
Q3 		$1.45M Buy
3,841
+1,200
+45% +$469K 0.14% 87
2021
Q2 		$1M Buy
+2,641
New +$945K 0.16% 92
2018
Q4 		– Sell
-1,130
Closed -$253K – 139
2018
Q3 		$253K Buy
1,130
+63
+6% +$14.7K 0.09% 121
2018
Q2 		$235K Buy
+1,067
New +$254K 0.08% 119

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meristem Family Wealth's GS Position: Q1 2022 in Review

Meristem Family Wealth reduced its Goldman Sachs (GS) stake by 8.1% in Q1 2022, selling an estimated $111K and leaving 3,560 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #91.

Meristem Family Wealth first reported a position in GS in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2021. 1,831 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Meristem Family Wealth held 3,560 shares of Goldman Sachs worth $1.18M as of Q1 2022.
  • Meristem Family Wealth sold 314 Goldman Sachs shares in Q1 2022, an estimated $111K.
  • Goldman Sachs made up 0.13% of Meristem Family Wealth's portfolio in Q1 2022, its #91 holding.
  • Meristem Family Wealth first reported a position in Goldman Sachs in Q2 2018 and has held it in 6 quarters since.
  • Meristem Family Wealth's Goldman Sachs position peaked at $1.48M in Q4 2021.
  • 1,831 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.