Private Ocean’s Goldman Sachs GS Stock Holding History

Private Ocean’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
2024 Q2	$5.43K	Buy	+12	New	+$5.27K	﹤0.01%	435
2022 Q4	–	Sell	-5	Closed	-$1K	–	588
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	506
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	445
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	496
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	521
2021 Q3	$2K	Buy	+5	New	+$1.95K	﹤0.01%	508
2021 Q2	–	Sell	-21	Closed	-$7K	–	554
2021 Q1	$7K	Hold	21	–	–	﹤0.01%	467
2020 Q4	$6K	Hold	21	–	–	﹤0.01%	417
2020 Q3	$4K	Sell	21 -62	-75%	-$12.6K	﹤0.01%	444
2020 Q2	$16K	Sell	83 -190	-70%	-$35.7K	﹤0.01%	312
2020 Q1	$42K	Hold	273	–	–	0.01%	231
2019 Q4	$63K	Buy	273 +190	+229%	+$41.2K	0.02%	213
2019 Q3	$18K	Hold	83	–	–	﹤0.01%	336
2019 Q2	$16K	Hold	83	–	–	﹤0.01%	303
2019 Q1	$16K	Hold	83	–	–	﹤0.01%	286
2018 Q4	$13K	Buy	+83	New	+$16.7K	﹤0.01%	246
2018 Q1	–	Sell	-5	Closed	-$1K	–	447
2017 Q4	$1K	Buy	+5	New	+$1.23K	﹤0.01%	394

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return