Newfound Research’s Goldman Sachs GS Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-2	Closed	–	–	106
2020 Q1	$0	Hold	2	–	–	﹤0.01%	134
2019 Q4	$1K	Sell	2 -3	-60%	-$651	﹤0.01%	111
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	122
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	121
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	119
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	103
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	143
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	132
2018 Q1	$1K	Sell	5 -1	-17%	-$260	﹤0.01%	128
2017 Q4	$2K	Hold	6	–	–	﹤0.01%	108
2017 Q3	$1K	Hold	6	–	–	﹤0.01%	136
2017 Q2	$1K	Buy	6 +1	+20%	+$222	﹤0.01%	134
2017 Q1	$1K	Hold	5	–	–	﹤0.01%	133
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	109
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	119
2016 Q2	$1K	Buy	+5	New	+$780	﹤0.01%	111

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

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