Syntax Advisors’s Goldman Sachs GS Stock Holding History

Syntax Advisors’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
2023 Q3	$244K	Buy	754 +27	+4%	+$9.02K	0.21%	109
2023 Q2	$234K	Sell	727 -48	-6%	-$15.8K	0.19%	150
2023 Q1	$254K	Buy	775 +62	+9%	+$21.6K	0.19%	143
2022 Q4	$245K	Sell	713 -90	-11%	-$31.3K	0.2%	136
2022 Q3	$235K	Sell	803 -82	-9%	-$26.6K	0.2%	140
2022 Q2	$263K	Buy	885 +141	+19%	+$43.9K	0.22%	98
2022 Q1	$246K	Buy	744 +38	+5%	+$13.4K	0.21%	149
2021 Q4	$270K	Buy	+706	New	+$280K	0.2%	151

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Syntax Advisors's GS Position: Q3 2023 in Review

Syntax Advisors increased its Goldman Sachs (GS) stake by 3.7% in Q3 2023, buying an estimated $9.02K and bringing the position to 754 shares worth $244K. The position accounts for 0.21% of the portfolio, ranked #109.

Syntax Advisors first reported a position in GS in Q4 2021 and has held it in 8 quarters since. The position peaked at $270K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

Syntax Advisors held 754 shares of Goldman Sachs worth $244K as of Q3 2023.
Syntax Advisors bought 27 Goldman Sachs shares in Q3 2023, an estimated $9.02K.
Goldman Sachs made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #109 holding.
Syntax Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Goldman Sachs position peaked at $270K in Q4 2021.
1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.