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Naples Money Management’s Goldman Sachs GS Stock Holding History

Naples Money 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
2024
Q3 		$163K Sell
329
-37
-10% -$18.1K 0.14% 61
2024
Q2 		$170K Sell
366
-36
-9% -$15.8K 0.14% 53
2024
Q1 		$168K Hold
402
– – 0.17% 55
2023
Q4 		$155K Buy
+402
New +$134K 0.15% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Naples Money Management's GS Position: Q3 2024 in Review

Naples Money Management reduced its Goldman Sachs (GS) stake by 10% in Q3 2024, selling an estimated $18.1K and leaving 329 shares worth $163K. The position accounts for 0.14% of the portfolio, ranked #61.

Naples Money Management first reported a position in GS in Q4 2023 and has held it in 4 quarters since. The position peaked at $170K in Q2 2024. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Naples Money Management held 329 shares of Goldman Sachs worth $163K as of Q3 2024.
  • Naples Money Management sold 37 Goldman Sachs shares in Q3 2024, an estimated $18.1K.
  • Goldman Sachs made up 0.14% of Naples Money Management's portfolio in Q3 2024, its #61 holding.
  • Naples Money Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Goldman Sachs position peaked at $170K in Q2 2024.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.