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Ulrich Consultants & Investment Group’s Goldman Sachs GS Stock Holding History

Ulrich Consultants & Investment 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
2022
Q4 		– Sell
-3,767
Closed -$1.1M – 32
2022
Q3 		$1.1M Sell
3,767
-65
-2% -$21.1K 0.85% 37
2022
Q2 		$1.14M Buy
+3,832
New +$1.19M 0.62% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ulrich Consultants & Investment Group's GS Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Goldman Sachs (GS) in Q4 2022, closing a stake of 3,767 shares — an estimated $1.1M sold.

Ulrich Consultants & Investment Group first reported a position in GS in Q2 2022 and held it in 2 quarters. The position peaked at $1.14M in Q2 2022. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Goldman Sachs position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 3,767 Goldman Sachs shares in Q4 2022, an estimated $1.1M.
  • Ulrich Consultants & Investment Group first reported a position in Goldman Sachs in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Goldman Sachs position peaked at $1.14M in Q2 2022.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.