Underhill Investment Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-45,400
| Closed | -$7.13M | – | 22 |
|
|
2016
Q1 | $7.13M | Buy |
+45,400
| New | +$7.13M | 3.59% | 15 |
|
|
2015
Q1 | – | Sell |
-82,450
| Closed | -$16M | – | 21 |
|
|
2014
Q4 | $16M | Buy |
82,450
+3,700
| +5% | +$717K | 6.95% | 7 |
|
|
2014
Q3 | $14.5M | Buy |
78,750
+3,400
| +5% | +$624K | 7.25% | 7 |
|
|
2014
Q2 | $12.6M | Buy |
+75,350
| New | +$12.6M | 5.73% | 12 |
|