WA
GS icon

Wasatch Advisors’s Goldman Sachs GS Stock Holding History

Wasatch Advisors’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
2017
Q2 		– Sell
-20,939
Closed -$4.81M – 345
2017
Q1 		$4.81M Sell
20,939
-5,414
-21% -$1.31M 0.07% 173
2016
Q4 		$6.31M Sell
26,353
-1,821
-6% -$370K 0.1% 156
2016
Q3 		$4.54M Sell
28,174
-2,362
-8% -$384K 0.07% 197
2016
Q2 		$4.54M Sell
30,536
-9,582
-24% -$1.5M 0.07% 208
2016
Q1 		$6.28M Buy
40,118
+78
+0.2% +$12.1K 0.1% 179
2015
Q4 		$7.22M Buy
40,040
+1,775
+5% +$330K 0.1% 180
2015
Q3 		$6.65M Buy
38,265
+2,355
+7% +$462K 0.09% 199
2015
Q2 		$7.5M Sell
35,910
-9,980
-22% -$2.03M 0.08% 210
2015
Q1 		$8.63M Sell
45,890
-14,999
-25% -$2.79M 0.09% 193
2014
Q4 		$11.8M Sell
60,889
-10,250
-14% -$1.93M 0.12% 164
2014
Q3 		$13.1M Sell
71,139
-20,368
-22% -$3.58M 0.14% 157
2014
Q2 		$15.3M Buy
91,507
+1,354
+2% +$218K 0.15% 164
2014
Q1 		$14.8M Sell
90,153
-16,933
-16% -$2.85M 0.14% 179
2013
Q4 		$19M Sell
107,086
-19,155
-15% -$3.16M 0.19% 148
2013
Q3 		$20M Sell
126,241
-29,082
-19% -$4.68M 0.21% 145
2013
Q2 		$23.5M Buy
+155,323
New +$23.7M 0.26% 126

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wasatch Advisors's GS Position: Q2 2017 in Review

Wasatch Advisors sold out of Goldman Sachs (GS) in Q2 2017, closing a stake of 20,939 shares — an estimated $4.81M sold.

Wasatch Advisors first reported a position in GS in Q2 2013 and held it in 16 quarters. The position peaked at $23.5M in Q2 2013. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Wasatch Advisors reported no remaining Goldman Sachs position as of Q2 2017 after selling out during the quarter.
  • Wasatch Advisors sold 20,939 Goldman Sachs shares in Q2 2017, an estimated $4.81M.
  • Wasatch Advisors first reported a position in Goldman Sachs in Q2 2013 and held it in 16 quarters.
  • Wasatch Advisors's Goldman Sachs position peaked at $23.5M in Q2 2013.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Wasatch Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.