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Surevest’s Goldman Sachs GS Stock Holding History

Surevest’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
2022
Q3 		$3.91M Buy
13,341
+186
+1% +$60.3K 1.06% 27
2022
Q2 		$3.91M Buy
13,155
+358
+3% +$111K 1.02% 38
2022
Q1 		$4.22M Sell
12,797
-6,082
-32% -$2.15M 1.02% 27
2021
Q4 		$7.22M Sell
18,879
-773
-4% -$306K 1.71% 12
2021
Q3 		$7.43M Buy
19,652
+597
+3% +$233K 1.88% 10
2021
Q2 		$7.23M Buy
19,055
+2,589
+16% +$926K 1.88% 9
2021
Q1 		$5.38M Sell
16,466
-1,376
-8% -$428K 1.63% 11
2020
Q4 		$4.71M Buy
17,842
+7,248
+68% +$1.61M 1.57% 15
2020
Q3 		$2.13M Buy
+10,594
New +$2.16M 0.84% 61

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Surevest's GS Position: Q3 2022 in Review

Surevest increased its Goldman Sachs (GS) stake by 1.4% in Q3 2022, buying an estimated $60.3K and bringing the position to 13,341 shares worth $3.91M. The position accounts for 1.06% of the portfolio, ranked #27.

Surevest first reported a position in GS in Q3 2020 and has held it in 9 quarters since. The position peaked at $7.43M in Q3 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

  • Surevest held 13,341 shares of Goldman Sachs worth $3.91M as of Q3 2022.
  • Surevest bought 186 Goldman Sachs shares in Q3 2022, an estimated $60.3K.
  • Goldman Sachs made up 1.06% of Surevest's portfolio in Q3 2022, its #27 holding.
  • Surevest first reported a position in Goldman Sachs in Q3 2020 and has held it in 9 quarters since.
  • Surevest's Goldman Sachs position peaked at $7.43M in Q3 2021.
  • 1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.