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Tradition Capital Management’s Goldman Sachs GS Stock Holding History

Tradition Capital 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
2019
Q1 		$2.65M Buy
13,805
+1,840
+15% +$355K 0.72% 49
2018
Q4 		$2M Buy
11,965
+1,580
+15% +$319K 0.62% 52
2018
Q3 		$2.33M Buy
10,385
+140
+1% +$32.6K 0.61% 52
2018
Q2 		$2.26M Sell
10,245
-75
-0.7% -$17.9K 0.64% 53
2018
Q1 		$2.6M Sell
10,320
-175
-2% -$45.6K 0.74% 46
2017
Q4 		$2.67M Sell
10,495
-560
-5% -$137K 0.73% 45
2017
Q3 		$2.62M Sell
11,055
-70
-0.6% -$15.8K 0.85% 39
2017
Q2 		$2.47M Buy
11,125
+181
+2% +$40.2K 0.82% 38
2017
Q1 		$2.51M Sell
10,944
-5,035
-32% -$1.22M 0.82% 41
2016
Q4 		$3.83M Sell
15,979
-5,192
-25% -$1.05M 1.28% 27
2016
Q3 		$3.41M Sell
21,171
-525
-2% -$85.3K 1.2% 27
2016
Q2 		$3.22M Sell
21,696
-1,788
-8% -$279K 1.08% 28
2016
Q1 		$3.69M Sell
23,484
-1,948
-8% -$301K 1.22% 28
2015
Q4 		$4.58M Buy
25,432
+410
+2% +$76.2K 1.55% 20
2015
Q3 		$4.35M Buy
25,022
+705
+3% +$138K 1.6% 19
2015
Q2 		$5.08M Sell
24,317
-62
-0.3% -$12.6K 1.65% 18
2015
Q1 		$4.58M Sell
24,379
-635
-3% -$118K 1.48% 23
2014
Q4 		$4.85M Sell
25,014
-259
-1% -$48.7K 1.54% 22
2014
Q3 		$4.64M Buy
25,273
+1,454
+6% +$255K 1.48% 24
2014
Q2 		$3.99M Buy
23,819
+813
+4% +$131K 1.25% 31
2014
Q1 		$3.77M Buy
23,006
+5,435
+31% +$914K 1.22% 29
2013
Q4 		$3.11M Buy
17,571
+3,405
+24% +$562K 1.02% 39
2013
Q3 		$2.24M Buy
+14,166
New +$2.28M 0.79% 52

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Tradition Capital Management's GS Position: Q1 2019 in Review

Tradition Capital Management increased its Goldman Sachs (GS) stake by 15% in Q1 2019, buying an estimated $355K and bringing the position to 13,805 shares worth $2.65M. The position accounts for 0.72% of the portfolio, ranked #49.

Tradition Capital Management first reported a position in GS in Q3 2013 and has held it in 23 quarters since. The position peaked at $5.08M in Q2 2015. 1,288 funds tracked by Wall St. Rank hold GS as of Q1 2019.

  • Tradition Capital Management held 13,805 shares of Goldman Sachs worth $2.65M as of Q1 2019.
  • Tradition Capital Management bought 1,840 Goldman Sachs shares in Q1 2019, an estimated $355K.
  • Goldman Sachs made up 0.72% of Tradition Capital Management's portfolio in Q1 2019, its #49 holding.
  • Tradition Capital Management first reported a position in Goldman Sachs in Q3 2013 and has held it in 23 quarters since.
  • Tradition Capital Management's Goldman Sachs position peaked at $5.08M in Q2 2015.
  • 1,288 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.