Security National Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.95M | Hold |
5,125
| – | – | 0.45% | 69 |
|
|
2021
Q2 | $1.95M | Sell |
5,125
-160
| -3% | -$57.3K | 0.43% | 71 |
|
|
2021
Q1 | $1.73M | Sell |
5,285
-30
| -0.6% | -$9.34K | 0.41% | 72 |
|
|
2020
Q4 | $1.4M | Buy |
5,315
+270
| +5% | +$60.1K | 0.35% | 76 |
|
|
2020
Q3 | $1.01M | Buy |
5,045
+475
| +10% | +$96.6K | 0.28% | 80 |
|
|
2020
Q2 | $903K | Buy |
4,570
+85
| +2% | +$16K | 0.27% | 82 |
|
|
2020
Q1 | $693K | Buy |
4,485
+45
| +1% | +$9.55K | 0.25% | 86 |
|
|
2019
Q4 | $1.02M | Buy |
4,440
+30
| +0.7% | +$6.51K | 0.3% | 82 |
|
|
2019
Q3 | $914K | Buy |
4,410
+195
| +5% | +$40.8K | 0.29% | 85 |
|
|
2019
Q2 | $862K | Buy |
4,215
+55
| +1% | +$10.9K | 0.27% | 86 |
|
|
2019
Q1 | $799K | Sell |
4,160
-75
| -2% | -$14.5K | 0.26% | 87 |
|
|
2018
Q4 | $707K | Sell |
4,235
-12
| -0.3% | -$2.42K | 0.26% | 90 |
|
|
2018
Q3 | $952K | Buy |
4,247
+120
| +3% | +$27.9K | 0.3% | 84 |
|
|
2018
Q2 | $910K | Buy |
4,127
+90
| +2% | +$21.5K | 0.3% | 83 |
|
|
2018
Q1 | $1.02M | Buy |
4,037
+80
| +2% | +$20.8K | 0.34% | 79 |
|
|
2017
Q4 | $1.01M | Buy |
3,957
+240
| +6% | +$58.9K | 0.32% | 81 |
|
|
2017
Q3 | $881K | Sell |
3,717
-345
| -8% | -$77.8K | 0.29% | 84 |
|
|
2017
Q2 | $902K | Sell |
4,062
-130
| -3% | -$28.9K | 0.3% | 85 |
|
|
2017
Q1 | $963K | Sell |
4,192
-52
| -1% | -$12.6K | 0.32% | 80 |
|
|
2016
Q4 | $1.02M | Buy |
4,244
+147
| +4% | +$29.8K | 0.36% | 74 |
|
|
2016
Q3 | $661K | Hold |
4,097
| – | – | 0.24% | 91 |
|
|
2016
Q2 | $609K | Hold |
4,097
| – | – | 0.22% | 92 |
|
|
2016
Q1 | $643K | Buy |
4,097
+85
| +2% | +$13.1K | 0.24% | 91 |
|
|
2015
Q4 | $723K | Sell |
4,012
-50
| -1% | -$9.29K | 0.28% | 86 |
|
|
2015
Q3 | $706K | Sell |
4,062
-225
| -5% | -$44.1K | 0.28% | 87 |
|
|
2015
Q2 | $895K | Hold |
4,287
| – | – | 0.32% | 75 |
|
|
2015
Q1 | $806K | Buy |
4,287
+70
| +2% | +$13K | 0.29% | 81 |
|
|
2014
Q4 | $817K | Buy |
4,217
+181
| +4% | +$34K | 0.3% | 78 |
|
|
2014
Q3 | $741K | Buy |
4,036
+5
| +0.1% | +$878 | 0.3% | 81 |
|
|
2014
Q2 | $675K | Buy |
4,031
+75
| +2% | +$12.1K | 0.26% | 87 |
|
|
2014
Q1 | $648K | Buy |
3,956
+535
| +16% | +$90K | 0.26% | 89 |
|
|
2013
Q4 | $607K | Buy |
3,421
+25
| +0.7% | +$4.12K | 0.25% | 90 |
|
|
2013
Q3 | $537K | Buy |
3,396
+1,225
| +56% | +$197K | 0.24% | 99 |
|
|
2013
Q2 | $328K | Buy |
+2,171
| New | +$331K | 0.16% | 116 |
|
Other funds holding GS
Security National Trust's GS Position: Q3 2021 in Review
Security National Trust held its Goldman Sachs (GS) position steady in Q3 2021 at 5,125 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #69.
Security National Trust first reported a position in GS in Q2 2013 and has held it in 34 quarters since. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2021.
- Security National Trust held 5,125 shares of Goldman Sachs worth $1.95M as of Q3 2021.
- Security National Trust left its Goldman Sachs share count unchanged in Q3 2021.
- Goldman Sachs made up 0.45% of Security National Trust's portfolio in Q3 2021, its #69 holding.
- Security National Trust first reported a position in Goldman Sachs in Q2 2013 and has held it in 34 quarters since.
- 1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.