SRH Advisors’s Goldman Sachs GS Stock Holding History

SRH Advisors’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	-34	Closed	-$5K	–	290
2020 Q1	$5K	Sell	34 -33	-49%	-$7K	0.01%	195
2019 Q4	$15K	Hold	67	–	–	0.05%	137
2019 Q3	$14K	Hold	67	–	–	0.05%	141
2019 Q2	$14K	Hold	67	–	–	0.05%	144
2019 Q1	$13K	Hold	67	–	–	0.05%	142
2018 Q4	$11K	Sell	67 -33	-33%	-$6.66K	0.04%	145
2018 Q3	$22K	Hold	100	–	–	0.08%	129
2018 Q2	$22K	Hold	100	–	–	0.08%	124
2018 Q1	$25K	Hold	100	–	–	0.1%	103
2017 Q4	$25K	Hold	100	–	–	0.1%	101
2017 Q3	$24K	Hold	100	–	–	0.1%	101
2017 Q2	$22K	Hold	100	–	–	0.1%	82
2017 Q1	$23K	Sell	100 -20	-17%	-$4.83K	0.11%	82
2016 Q4	$29K	Hold	120	–	–	0.14%	77
2016 Q3	$19K	Hold	120	–	–	0.1%	84
2016 Q2	$18K	Hold	120	–	–	0.1%	84
2016 Q1	$19K	Hold	120	–	–	0.1%	87
2015 Q4	$22K	Hold	120	–	–	0.13%	78
2015 Q3	$21K	Hold	120	–	–	0.12%	77
2015 Q2	$25K	Hold	120	–	–	0.16%	75
2015 Q1	$23K	Hold	120	–	–	0.15%	68
2014 Q4	$23K	Hold	120	–	–	0.16%	70
2014 Q3	$22K	Hold	120	–	–	0.17%	69
2014 Q2	$20K	Hold	120	–	–	0.16%	68
2014 Q1	$20K	Hold	120	–	–	0.16%	67
2013 Q4	$21K	Buy	+120	New	+$19.8K	0.21%	66

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRH Advisors's GS Position: Q2 2020 in Review

SRH Advisors sold out of Goldman Sachs (GS) in Q2 2020, closing a stake of 34 shares — an estimated $5K sold.

SRH Advisors first reported a position in GS in Q4 2013 and held it in 26 quarters. The position peaked at $29K in Q4 2016. 1,299 funds tracked by Wall St. Rank hold GS as of Q2 2020.

SRH Advisors reported no remaining Goldman Sachs position as of Q2 2020 after selling out during the quarter.
SRH Advisors sold 34 Goldman Sachs shares in Q2 2020, an estimated $5K.
SRH Advisors first reported a position in Goldman Sachs in Q4 2013 and held it in 26 quarters.
SRH Advisors's Goldman Sachs position peaked at $29K in Q4 2016.
1,299 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

Based on SRH Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.