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Middleton & Co’s Goldman Sachs GS Stock Holding History

Middleton & Co’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
2018
Q4 		– Sell
-7,270
Closed -$1.63M – 143
2018
Q3 		$1.63M Hold
7,270
– – 0.25% 83
2018
Q2 		$1.6M Buy
7,270
+122
+2% +$29.1K 0.27% 82
2018
Q1 		$1.8M Buy
7,148
+118
+2% +$30.7K 0.32% 74
2017
Q4 		$1.79M Hold
7,030
– – 0.3% 82
2017
Q3 		$1.67M Buy
+7,030
New +$1.59M 0.3% 81

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Middleton & Co's GS Position: Q4 2018 in Review

Middleton & Co sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 7,270 shares — an estimated $1.63M sold.

Middleton & Co first reported a position in GS in Q3 2017 and held it in 5 quarters. The position peaked at $1.8M in Q1 2018. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Middleton & Co reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • Middleton & Co sold 7,270 Goldman Sachs shares in Q4 2018, an estimated $1.63M.
  • Middleton & Co first reported a position in Goldman Sachs in Q3 2017 and held it in 5 quarters.
  • Middleton & Co's Goldman Sachs position peaked at $1.8M in Q1 2018.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Middleton & Co's 13F filing for Q4 2018, filed 1 Feb 2019.