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Morningstar Investment Services’s Goldman Sachs GS Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,678
Closed -$837K – 236
2024
Q3 		$837K Buy
1,678
+219
+15% +$107K 0.01% 224
2024
Q2 		$651K Buy
1,459
+380
+35% +$167K 0.01% 227
2024
Q1 		$448K Sell
1,079
-990
-48% -$384K ﹤0.01% 244
2023
Q4 		$799K Buy
2,069
+993
+92% +$331K ﹤0.01% 248
2023
Q3 		$350K Buy
+1,076
New +$360K ﹤0.01% 232

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morningstar Investment Services's GS Position: Q4 2024 in Review

Morningstar Investment Services sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 1,678 shares — an estimated $837K sold.

Morningstar Investment Services first reported a position in GS in Q3 2023 and held it in 5 quarters. The position peaked at $837K in Q3 2024. 2,464 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Morningstar Investment Services reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,678 Goldman Sachs shares in Q4 2024, an estimated $837K.
  • Morningstar Investment Services first reported a position in Goldman Sachs in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's Goldman Sachs position peaked at $837K in Q3 2024.
  • 2,464 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.