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Perennial Investment Partners’s Goldman Sachs GS Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-18,000
Closed -$3.3M – 31
2014
Q3 		$3.3M Hold
18,000
– – 1.85% 15
2014
Q2 		$3.01M Hold
18,000
– – 1.37% 30
2014
Q1 		$2.95M Sell
18,000
-6,697
-27% -$1.13M 0.84% 43
2013
Q4 		$4.38M Sell
24,697
-12,098
-33% -$2M 1.26% 30
2013
Q3 		$5.82M Hold
36,795
– – 1.5% 24
2013
Q2 		$5.57M Buy
+36,795
New +$5.61M 1.43% 26

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Perennial Investment Partners's GS Position: Q4 2014 in Review

Perennial Investment Partners sold out of Goldman Sachs (GS) in Q4 2014, closing a stake of 18,000 shares — an estimated $3.3M sold.

Perennial Investment Partners first reported a position in GS in Q2 2013 and held it in 6 quarters. The position peaked at $5.82M in Q3 2013. 996 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Perennial Investment Partners reported no remaining Goldman Sachs position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 18,000 Goldman Sachs shares in Q4 2014, an estimated $3.3M.
  • Perennial Investment Partners first reported a position in Goldman Sachs in Q2 2013 and held it in 6 quarters.
  • Perennial Investment Partners's Goldman Sachs position peaked at $5.82M in Q3 2013.
  • 996 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.