WIP
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Wellesley Investment Partners’s Goldman Sachs GS Stock Holding History

Wellesley Investment Partners’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
2018
Q4 		– Sell
-4,331
Closed -$971K – 123
2018
Q3 		$971K Buy
4,331
+354
+9% +$82.3K 0.32% 56
2018
Q2 		$877K Sell
3,977
-21
-0.5% -$5.01K 0.3% 59
2018
Q1 		$1.01M Buy
3,998
+278
+7% +$72.4K 0.36% 50
2017
Q4 		$947K Buy
3,720
+504
+16% +$124K 0.36% 52
2017
Q3 		$762K Sell
3,216
-107
-3% -$24.1K 0.31% 59
2017
Q2 		$737K Buy
3,323
+313
+10% +$69.5K 0.31% 64
2017
Q1 		$691K Sell
3,010
-195
-6% -$47.1K 0.31% 64
2016
Q4 		$767K Buy
3,205
+752
+31% +$153K 0.37% 49
2016
Q3 		$395K Buy
+2,453
New +$399K 0.2% 71

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return