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Summit X LLC’s Goldman Sachs GS Stock Holding History

Summit X LLC’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
Q4 		– Sell
-336
Closed -$804 – 318
2020
Q3 		$804 Buy
+336
New +$68.4K 0.01% 262
2020
Q1 		– Sell
-1,818
Closed -$423K – 226
2019
Q4 		$423K Sell
1,818
-242
-12% -$52.5K 0.16% 155
2019
Q3 		$425K Buy
+2,060
New +$431K 0.17% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit X LLC's GS Position: Q4 2020 in Review

Summit X LLC sold out of Goldman Sachs (GS) in Q4 2020, closing a stake of 336 shares — an estimated $804 sold.

Summit X LLC first reported a position in GS in Q3 2019 and held it in 3 quarters. The position peaked at $425K in Q3 2019. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • Summit X LLC reported no remaining Goldman Sachs position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 336 Goldman Sachs shares in Q4 2020, an estimated $804.
  • Summit X LLC first reported a position in Goldman Sachs in Q3 2019 and held it in 3 quarters.
  • Summit X LLC's Goldman Sachs position peaked at $425K in Q3 2019.
  • 1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.