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Stonehage Fleming Financial Services’s Goldman Sachs GS Stock Holding History

Stonehage Fleming 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
2024
Q2 		– Sell
-234
Closed -$73.8K – 263
2024
Q1 		$73.8K Buy
234
+154
+193% +$59.8K ﹤0.01% 124
2023
Q4 		$30.9K Hold
80
– – ﹤0.01% 187
2023
Q3 		$25.9K Hold
80
– – ﹤0.01% 207
2023
Q2 		$23.4K Sell
80
-154
-66% -$50.6K ﹤0.01% 168
2023
Q1 		$73.8K Buy
234
+80
+52% +$27.8K ﹤0.01% 124
2022
Q4 		$52.9K Sell
154
-80
-34% -$27.9K ﹤0.01% 128
2022
Q3 		$68K Sell
234
-623
-73% -$202K 0.01% 127
2022
Q2 		$255K Hold
857
– – 0.01% 137
2022
Q1 		$282K Hold
857
– – 0.01% 137
2021
Q4 		$327K Buy
857
+11
+1% +$4.36K 0.01% 140
2021
Q3 		$320K Hold
846
– – 0.01% 135
2021
Q2 		$321K Buy
846
+79
+10% +$28.3K 0.01% 127
2021
Q1 		$251K Hold
767
– – 0.01% 137
2020
Q4 		$202K Hold
767
– – 0.01% 139
2020
Q3 		$154K Buy
+767
New +$156K 0.01% 130
2017
Q1 		– Sell
-300
Closed -$48K – 281
2016
Q4 		$48K Hold
300
– – ﹤0.01% 259
2016
Q3 		$48K Sell
300
-650
-68% -$106K ﹤0.01% 268
2016
Q2 		$141K Buy
950
+300
+46% +$46.8K 0.01% 210
2016
Q1 		$102K Buy
+650
New +$101K 0.01% 251

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stonehage Fleming Financial Services's GS Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 234 shares — an estimated $73.8K sold.

Stonehage Fleming Financial Services first reported a position in GS in Q1 2016 and held it in 19 quarters. The position peaked at $327K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Stonehage Fleming Financial Services reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 234 Goldman Sachs shares in Q2 2024, an estimated $73.8K.
  • Stonehage Fleming Financial Services first reported a position in Goldman Sachs in Q1 2016 and held it in 19 quarters.
  • Stonehage Fleming Financial Services's Goldman Sachs position peaked at $327K in Q4 2021.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.