OAM
GS icon

Optimal Asset Management’s Goldman Sachs GS Stock Holding History

Optimal Asset 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
2021
Q3 		$1.44M Buy
3,806
+4
+0.1% +$1.56K 0.18% 187
2021
Q2 		$1.44M Hold
3,802
– – 0.17% 198
2021
Q1 		$1.24M Buy
3,802
+1,798
+90% +$560K 0.16% 207
2020
Q4 		$528K Hold
2,004
– – 0.07% 330
2020
Q3 		$403K Buy
+2,004
New +$408K 0.06% 358

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

Optimal Asset Management's GS Position: Q3 2021 in Review

Optimal Asset Management increased its Goldman Sachs (GS) stake by 0.11% in Q3 2021, buying an estimated $1.56K and bringing the position to 3,806 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #187.

Optimal Asset Management first reported a position in GS in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.44M in Q2 2021. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • Optimal Asset Management held 3,806 shares of Goldman Sachs worth $1.44M as of Q3 2021.
  • Optimal Asset Management bought 4 Goldman Sachs shares in Q3 2021, an estimated $1.56K.
  • Goldman Sachs made up 0.18% of Optimal Asset Management's portfolio in Q3 2021, its #187 holding.
  • Optimal Asset Management first reported a position in Goldman Sachs in Q3 2020 and has held it in 5 quarters since.
  • Optimal Asset Management's Goldman Sachs position peaked at $1.44M in Q2 2021.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.