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Squar Milner Financial Services’s Goldman Sachs GS Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-708
Closed -$109K – 405
2020
Q1 		$109K Hold
708
– – 0.07% 241
2019
Q4 		$162K Buy
+708
New +$154K 0.08% 236
2019
Q3 		– Sell
-712
Closed -$146K – 408
2019
Q2 		$146K Sell
712
-30
-4% -$5.94K 0.1% 209
2019
Q1 		$142K Buy
742
+30
+4% +$5.79K 0.1% 210
2018
Q4 		$119K Hold
712
– – 0.11% 201
2018
Q3 		$160K Hold
712
– – 0.14% 185
2018
Q2 		$157K Buy
+712
New +$170K 0.14% 191

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's GS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Goldman Sachs (GS) in Q2 2020, closing a stake of 708 shares — an estimated $109K sold.

Squar Milner Financial Services first reported a position in GS in Q2 2018 and held it in 7 quarters. The position peaked at $162K in Q4 2019. 1,299 funds tracked by Wall St. Rank hold GS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Goldman Sachs position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 708 Goldman Sachs shares in Q2 2020, an estimated $109K.
  • Squar Milner Financial Services first reported a position in Goldman Sachs in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Goldman Sachs position peaked at $162K in Q4 2019.
  • 1,299 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.