Tradition Asset Management’s Goldman Sachs GS Stock Holding History

Tradition Asset 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
2020 Q2	$2.57M	Sell	13,010 -1,910	-13%	-$359K	0.74%	49
2020 Q1	$2.31M	Sell	14,920 -825	-5%	-$175K	0.77%	47
2019 Q4	$3.62M	Buy	15,745 +1,100	+8%	+$239K	0.88%	36
2019 Q3	$3.03M	Buy	14,645 +215	+1%	+$45K	0.79%	47
2019 Q2	$2.95M	Buy	+14,430	New	+$2.86M	0.77%	48

Other funds holding GS

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Tradition Asset Management's GS Position: Q2 2020 in Review

Tradition Asset Management reduced its Goldman Sachs (GS) stake by 13% in Q2 2020, selling an estimated $359K and leaving 13,010 shares worth $2.57M. The position accounts for 0.74% of the portfolio, ranked #49.

Tradition Asset Management first reported a position in GS in Q2 2019 and has held it in 5 quarters since. The position peaked at $3.62M in Q4 2019. 1,298 funds tracked by Wall St. Rank hold GS as of Q2 2020.

Tradition Asset Management held 13,010 shares of Goldman Sachs worth $2.57M as of Q2 2020.
Tradition Asset Management sold 1,910 Goldman Sachs shares in Q2 2020, an estimated $359K.
Goldman Sachs made up 0.74% of Tradition Asset Management's portfolio in Q2 2020, its #49 holding.
Tradition Asset Management first reported a position in Goldman Sachs in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Goldman Sachs position peaked at $3.62M in Q4 2019.
1,298 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.