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Simplicity Solutions’s Goldman Sachs GS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$4.83M Sell
12,517
-374
-3% -$125K 0.13% 137
2023
Q3 		$4.17M Sell
12,891
-760
-6% -$254K 0.13% 140
2023
Q2 		$4.4M Sell
13,651
-11
-0.1% -$3.62K 0.12% 165
2023
Q1 		$4.47M Buy
13,662
+10,420
+321% +$3.63M 0.12% 161
2022
Q4 		$1.11M Buy
3,242
+528
+19% +$184K 0.15% 166
2022
Q3 		$795K Buy
2,714
+493
+22% +$160K 0.12% 222
2022
Q2 		$660K Buy
2,221
+415
+23% +$129K 0.09% 252
2022
Q1 		$596K Sell
1,806
-2,072
-53% -$732K 0.07% 274
2021
Q4 		$1.48M Buy
3,878
+1,997
+106% +$791K 0.17% 162
2021
Q3 		$711K Buy
1,881
+362
+24% +$141K 0.11% 205
2021
Q2 		$577K Buy
1,519
+406
+36% +$145K 0.11% 199
2021
Q1 		$364K Sell
1,113
-28,306
-96% -$8.81M 0.08% 266
2020
Q4 		$7.76M Buy
29,419
+4,617
+19% +$1.03M 0.12% 172
2020
Q3 		$4.98M Buy
24,802
+5,031
+25% +$1.02M 0.09% 192
2020
Q2 		$3.91M Buy
19,771
+17,007
+615% +$3.19M 0.08% 206
2020
Q1 		$427K Buy
+2,764
New +$587K 0.01% 528
2019
Q2 		– Sell
-1,062
Closed -$204K – 741
2019
Q1 		$204K Buy
+1,062
New +$205K 0.01% 685
2016
Q1 		– Sell
-3,739
Closed -$674K – 317
2015
Q4 		$674K Buy
+3,739
New +$695K 0.08% 366

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Simplicity Solutions's GS Position: Q4 2023 in Review

Simplicity Solutions reduced its Goldman Sachs (GS) stake by 2.9% in Q4 2023, selling an estimated $125K and leaving 12,517 shares worth $4.83M. The position accounts for 0.13% of the portfolio, ranked #137.

Simplicity Solutions first reported a position in GS in Q4 2015 and has held it in 18 quarters since. The position peaked at $7.76M in Q4 2020. 1,970 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • Simplicity Solutions held 12,517 shares of Goldman Sachs worth $4.83M as of Q4 2023.
  • Simplicity Solutions sold 374 Goldman Sachs shares in Q4 2023, an estimated $125K.
  • Goldman Sachs made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #137 holding.
  • Simplicity Solutions first reported a position in Goldman Sachs in Q4 2015 and has held it in 18 quarters since.
  • Simplicity Solutions's Goldman Sachs position peaked at $7.76M in Q4 2020.
  • 1,970 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.