SGC
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Slocum, Gordon & Co’s Goldman Sachs GS Stock Holding History

Slocum, Gordon & Co’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
2025
Q1 		– Sell
-7
Closed -$4.01K – 139
2024
Q4 		$4.01K Hold
7
– – ﹤0.01% 121
2024
Q3 		$3.46K Hold
7
– – ﹤0.01% 124
2024
Q2 		$3.17K Buy
+7
New +$3.07K ﹤0.01% 130

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Slocum, Gordon & Co's GS Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 7 shares — an estimated $4.01K sold.

Slocum, Gordon & Co first reported a position in GS in Q2 2024 and held it in 3 quarters. The position peaked at $4.01K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Slocum, Gordon & Co reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 7 Goldman Sachs shares in Q1 2025, an estimated $4.01K.
  • Slocum, Gordon & Co first reported a position in Goldman Sachs in Q2 2024 and held it in 3 quarters.
  • Slocum, Gordon & Co's Goldman Sachs position peaked at $4.01K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.