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Perpetual Investment Management’s Goldman Sachs GS Stock Holding History

Perpetual Investment 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
2022
Q4 		$481K Hold
1,400
– – 0.06% 154
2022
Q3 		$410K Hold
1,400
– – 0.06% 167
2022
Q2 		$416K Buy
1,400
+500
+56% +$156K 0.06% 165
2022
Q1 		$297K Sell
900
-125
-12% -$44.1K 0.04% 189
2021
Q4 		$391K Hold
1,025
– – 0.04% 180
2021
Q3 		$387K Sell
1,025
-40
-4% -$15.6K 0.05% 165
2021
Q2 		$405K Sell
1,065
-42
-4% -$15K 0.06% 164
2021
Q1 		$360K Buy
1,107
+207
+23% +$64.4K 0.06% 152
2020
Q4 		$234K Buy
+900
New +$200K 0.03% 200

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's GS Position: Q4 2022 in Review

Perpetual Investment Management held its Goldman Sachs (GS) position steady in Q4 2022 at 1,400 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #154.

Perpetual Investment Management first reported a position in GS in Q4 2020 and has held it in 9 quarters since. 1,885 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Perpetual Investment Management held 1,400 shares of Goldman Sachs worth $481K as of Q4 2022.
  • Perpetual Investment Management left its Goldman Sachs share count unchanged in Q4 2022.
  • Goldman Sachs made up 0.06% of Perpetual Investment Management's portfolio in Q4 2022, its #154 holding.
  • Perpetual Investment Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 9 quarters since.
  • 1,885 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.