Neo Ivy Capital Management’s Goldman Sachs GS Stock Holding History

Neo Ivy Capital 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 Q4	–	Sell	-4,382	Closed	-$2.17M	–	330
2024 Q3	$2.17M	Buy	+4,382	New	+$2.14M	0.7%	51
2023 Q3	–	Sell	-5,082	Closed	-$1.64M	–	374
2023 Q2	$1.64M	Buy	+5,082	New	+$1.67M	0.86%	21
2022 Q4	$723K	Buy	2,106 +1,905	+948%	+$663K	0.49%	70
2022 Q3	$59K	Buy	+201	New	+$65.1K	0.16%	206
2019 Q3	–	Sell	-3,529	Closed	-$722K	–	330
2019 Q2	$722K	Buy	+3,529	New	+$698K	0.41%	108

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Neo Ivy Capital Management's GS Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 4,382 shares — an estimated $2.17M sold.

Neo Ivy Capital Management first reported a position in GS in Q2 2019 and held it in 5 quarters. The position peaked at $2.17M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

Neo Ivy Capital Management reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
Neo Ivy Capital Management sold 4,382 Goldman Sachs shares in Q4 2024, an estimated $2.17M.
Neo Ivy Capital Management first reported a position in Goldman Sachs in Q2 2019 and held it in 5 quarters.
Neo Ivy Capital Management's Goldman Sachs position peaked at $2.17M in Q3 2024.
2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.