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Underhill Investment Management’s Goldman Sachs GS Stock Holding History

Underhill Investment 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
2016
Q2 		– Sell
-45,400
Closed -$7.13M – 22
2016
Q1 		$7.13M Buy
+45,400
New +$7.02M 3.59% 15
2015
Q1 		– Sell
-82,450
Closed -$16M – 21
2014
Q4 		$16M Buy
82,450
+3,700
+5% +$695K 6.95% 7
2014
Q3 		$14.5M Buy
78,750
+3,400
+5% +$597K 7.25% 7
2014
Q2 		$12.6M Buy
+75,350
New +$12.2M 5.73% 12

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Underhill Investment Management's GS Position: Q2 2016 in Review

Underhill Investment Management sold out of Goldman Sachs (GS) in Q2 2016, closing a stake of 45,400 shares — an estimated $7.13M sold.

Underhill Investment Management first reported a position in GS in Q2 2014 and held it in 4 quarters. The position peaked at $16M in Q4 2014. 1,019 funds tracked by Wall St. Rank hold GS as of Q2 2016.

  • Underhill Investment Management reported no remaining Goldman Sachs position as of Q2 2016 after selling out during the quarter.
  • Underhill Investment Management sold 45,400 Goldman Sachs shares in Q2 2016, an estimated $7.13M.
  • Underhill Investment Management first reported a position in Goldman Sachs in Q2 2014 and held it in 4 quarters.
  • Underhill Investment Management's Goldman Sachs position peaked at $16M in Q4 2014.
  • 1,019 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2016.

Based on Underhill Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.