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New England Investment & Retirement Group’s Goldman Sachs GS Stock Holding History

New England Investment & Retirement Group’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 		$6.35M Sell
16,793
-283
-2% -$111K 1.46% 23
2021
Q2 		$6.48M Sell
17,076
-388
-2% -$139K 1.41% 25
2021
Q1 		$5.71M Buy
+17,464
New +$5.44M 1.38% 22

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New England Investment & Retirement Group's GS Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its Goldman Sachs (GS) stake by 1.7% in Q3 2021, selling an estimated $111K and leaving 16,793 shares worth $6.35M. The position accounts for 1.46% of the portfolio, ranked #23.

New England Investment & Retirement Group first reported a position in GS in Q1 2021 and has held it in 3 quarters since. The position peaked at $6.48M in Q2 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • New England Investment & Retirement Group held 16,793 shares of Goldman Sachs worth $6.35M as of Q3 2021.
  • New England Investment & Retirement Group sold 283 Goldman Sachs shares in Q3 2021, an estimated $111K.
  • Goldman Sachs made up 1.46% of New England Investment & Retirement Group's portfolio in Q3 2021, its #23 holding.
  • New England Investment & Retirement Group first reported a position in Goldman Sachs in Q1 2021 and has held it in 3 quarters since.
  • New England Investment & Retirement Group's Goldman Sachs position peaked at $6.48M in Q2 2021.
  • 1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.