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Sugarloaf Wealth Management’s Goldman Sachs GS Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$147K Hold
257
– – 0.03% 198
2024
Q3 		$127K Hold
257
– – 0.02% 218
2024
Q2 		$116K Sell
257
-1
-0.4% -$439 0.02% 216
2024
Q1 		$108K Sell
258
-76
-23% -$29.5K 0.02% 221
2023
Q4 		$129K Buy
334
+75
+29% +$25K 0.03% 193
2023
Q3 		$83.6K Sell
259
-261
-50% -$87.2K 0.02% 227
2023
Q2 		$168K Sell
520
-704
-58% -$231K 0.04% 155
2023
Q1 		$401K Sell
1,224
-194
-14% -$67.5K 0.1% 86
2022
Q4 		$487K Sell
1,418
-304
-18% -$106K 0.12% 77
2022
Q3 		$505K Buy
+1,722
New +$558K 0.13% 78
2022
Q2 		– Sell
-1,450
Closed -$451K – 800
2022
Q1 		$479K Buy
1,450
+46
+3% +$16.2K 0.11% 73
2021
Q4 		$537K Buy
1,404
+490
+54% +$194K 0.13% 67
2021
Q3 		$345K Sell
914
-174
-16% -$68K 0.09% 88
2021
Q2 		$413K Buy
1,088
+1,086
+54,300% +$389K 0.11% 78
2021
Q1 		$363 Sell
2
-1,402
-100% -$436K 0.11% 84
2020
Q4 		$370K Sell
1,404
-37
-3% -$8.24K 0.12% 80
2020
Q3 		$290K Buy
1,441
+354
+33% +$72K 0.11% 84
2020
Q2 		$215K Sell
1,087
-210
-16% -$39.4K 0.08% 104
2020
Q1 		$200K Sell
1,297
-1,825
-58% -$387K 0.09% 103
2019
Q4 		$718K Buy
+3,122
New +$677K 0.31% 59

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's GS Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Goldman Sachs (GS) position steady in Q4 2024 at 257 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #198.

Sugarloaf Wealth Management first reported a position in GS in Q4 2019 and has held it in 20 quarters since. The position peaked at $718K in Q4 2019. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Sugarloaf Wealth Management held 257 shares of Goldman Sachs worth $147K as of Q4 2024.
  • Sugarloaf Wealth Management left its Goldman Sachs share count unchanged in Q4 2024.
  • Goldman Sachs made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #198 holding.
  • Sugarloaf Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Goldman Sachs position peaked at $718K in Q4 2019.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.