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	–	–	105
2020 Q1	$0	Hold	2	–	–	﹤0.01%	133
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 $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newfound Research's GS Position: Q2 2020 in Review

Newfound Research sold out of Goldman Sachs (GS) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in GS in Q2 2016 and held it in 16 quarters. The position peaked at $2K in Q4 2017. 1,300 funds tracked by Wall St. Rank hold GS as of Q2 2020.

Newfound Research reported no remaining Goldman Sachs position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 2 Goldman Sachs shares in Q2 2020.
Newfound Research first reported a position in Goldman Sachs in Q2 2016 and held it in 16 quarters.
Newfound Research's Goldman Sachs position peaked at $2K in Q4 2017.
1,300 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.