Swarthmore Group’s Goldman Sachs GS Stock Holding History

Swarthmore 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
2014 Q4	–	Sell	-206,775	Closed	-$38M	–	59
2014 Q3	$38M	Buy	+206,775	New	+$36.3M	3.52%	13

Other funds holding GS

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Swarthmore Group's GS Position: Q4 2014 in Review

Swarthmore Group sold out of Goldman Sachs (GS) in Q4 2014, closing a stake of 206,775 shares — an estimated $38M sold.

Swarthmore Group first reported a position in GS in Q3 2014 and held it in 1 quarter. The position peaked at $38M in Q3 2014. 997 funds tracked by Wall St. Rank hold GS as of Q4 2014.

Swarthmore Group reported no remaining Goldman Sachs position as of Q4 2014 after selling out during the quarter.
Swarthmore Group sold 206,775 Goldman Sachs shares in Q4 2014, an estimated $38M.
Swarthmore Group first reported a position in Goldman Sachs in Q3 2014 and held it in 1 quarter.
Swarthmore Group's Goldman Sachs position peaked at $38M in Q3 2014.
997 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

Based on Swarthmore Group's 13F filing for Q4 2014, filed 21 Jan 2015.