Partnervest Advisory Services’s Goldman Sachs GS Stock Holding History

Partnervest Advisory Services’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 Q3	$959K	Buy	4,770 +704	+17%	+$143K	0.3%	62
2020 Q2	$804K	Buy	4,066 +641	+19%	+$120K	0.3%	69
2020 Q1	$529K	Buy	3,425 +1,562	+84%	+$332K	0.24%	79
2019 Q4	$428K	Buy	+1,863	New	+$404K	0.16%	104
2014 Q3	–	Sell	-155	Closed	-$26K	–	408
2014 Q2	$26K	Hold	155	–	–	0.01%	483
2014 Q1	$25K	Hold	155	–	–	0.01%	457
2013 Q4	$27K	Hold	155	–	–	0.01%	415
2013 Q3	$25K	Hold	155	–	–	0.01%	403
2013 Q2	$23K	Buy	+155	New	+$23.6K	0.01%	387

Other funds holding GS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Partnervest Advisory Services's GS Position: Q3 2020 in Review

Partnervest Advisory Services increased its Goldman Sachs (GS) stake by 17% in Q3 2020, buying an estimated $143K and bringing the position to 4,770 shares worth $959K. The position accounts for 0.3% of the portfolio, ranked #62.

Partnervest Advisory Services first reported a position in GS in Q2 2013 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold GS as of Q3 2020.

Partnervest Advisory Services held 4,770 shares of Goldman Sachs worth $959K as of Q3 2020.
Partnervest Advisory Services bought 704 Goldman Sachs shares in Q3 2020, an estimated $143K.
Goldman Sachs made up 0.3% of Partnervest Advisory Services's portfolio in Q3 2020, its #62 holding.
Partnervest Advisory Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.