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Steward Financial Group’s Goldman Sachs GS Stock Holding History

Steward Financial Group’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
Q3 		$248K Buy
768
+52
+7% +$17.4K 0.08% 63
2023
Q2 		$230K Sell
716
-571
-44% -$188K 0.07% 59
2023
Q1 		$420K Buy
1,287
+41
+3% +$14.3K 0.14% 28
2022
Q4 		$427K Hold
1,246
– – 0.21% 24
2022
Q3 		$365K Hold
1,246
– – 0.27% 32
2022
Q2 		$370K Sell
1,246
-26
-2% -$8.1K 0.31% 25
2022
Q1 		$419K Buy
1,272
+172
+16% +$60.7K 0.37% 19
2021
Q4 		$420K Buy
+1,100
New +$435K 0.39% 18

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Steward Financial Group's GS Position: Q3 2023 in Review

Steward Financial Group increased its Goldman Sachs (GS) stake by 7.3% in Q3 2023, buying an estimated $17.4K and bringing the position to 768 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #63.

Steward Financial Group first reported a position in GS in Q4 2021 and has held it in 8 quarters since. The position peaked at $427K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Steward Financial Group held 768 shares of Goldman Sachs worth $248K as of Q3 2023.
  • Steward Financial Group bought 52 Goldman Sachs shares in Q3 2023, an estimated $17.4K.
  • Goldman Sachs made up 0.08% of Steward Financial Group's portfolio in Q3 2023, its #63 holding.
  • Steward Financial Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 8 quarters since.
  • Steward Financial Group's Goldman Sachs position peaked at $427K in Q4 2022.
  • 1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.