Mid Atlantic Financial Management’s Goldman Sachs GS Stock Holding History

Mid Atlantic 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 Q3	$432K	Buy	1,142 +397	+53%	+$155K	0.03%	512
2021 Q2	$283K	Buy	+745	New	+$267K	0.02%	692
2020 Q1	–	Sell	-1,865	Closed	-$429K	–	719
2019 Q4	$429K	Hold	1,865	–	–	0.04%	435
2019 Q3	$386K	Sell	1,865 -44	-2%	-$9.2K	0.04%	428
2019 Q2	$391K	Buy	1,909 +1	+0.1%	+$198	0.04%	435
2019 Q1	$366K	Sell	1,908 -180	-9%	-$34.7K	0.04%	452
2018 Q4	$349K	Buy	+2,088	New	+$421K	0.04%	434

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mid Atlantic Financial Management's GS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Goldman Sachs (GS) stake by 53% in Q3 2021, buying an estimated $155K and bringing the position to 1,142 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #512.

Mid Atlantic Financial Management first reported a position in GS in Q4 2018 and has held it in 7 quarters since. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2021.

Mid Atlantic Financial Management held 1,142 shares of Goldman Sachs worth $432K as of Q3 2021.
Mid Atlantic Financial Management bought 397 Goldman Sachs shares in Q3 2021, an estimated $155K.
Goldman Sachs made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #512 holding.
Mid Atlantic Financial Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 7 quarters since.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.