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Shulman DeMeo Asset Management’s Goldman Sachs GS Stock Holding History

Shulman DeMeo Asset 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
2024
Q4 		– Sell
-411
Closed -$203K – 126
2024
Q3 		$203K Buy
+411
New +$201K 0.05% 123
2019
Q3 		– Sell
-1,050
Closed -$215K – 137
2019
Q2 		$215K Hold
1,050
– – 0.08% 118
2019
Q1 		$202K Buy
+1,050
New +$203K 0.08% 117

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shulman DeMeo Asset Management's GS Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 411 shares — an estimated $203K sold.

Shulman DeMeo Asset Management first reported a position in GS in Q1 2019 and held it in 3 quarters. The position peaked at $215K in Q2 2019. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Shulman DeMeo Asset Management reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 411 Goldman Sachs shares in Q4 2024, an estimated $203K.
  • Shulman DeMeo Asset Management first reported a position in Goldman Sachs in Q1 2019 and held it in 3 quarters.
  • Shulman DeMeo Asset Management's Goldman Sachs position peaked at $215K in Q2 2019.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.