Westwood Management Corporation’s Goldman Sachs GS Stock Holding History

Westwood Management Corporation’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
2023 Q4	$386K	Hold	1,000	–	–	0.14%	24
2023 Q3	$324K	Hold	1,000	–	–	0.05%	46
2023 Q2	$323K	Hold	1,000	–	–	0.04%	52
2023 Q1	$327K	Hold	1,000	–	–	0.04%	57
2022 Q4	$343K	Hold	1,000	–	–	0.05%	56
2022 Q3	$293K	Hold	1,000	–	–	0.04%	57
2022 Q2	$297K	Hold	1,000	–	–	0.04%	60
2022 Q1	$330K	Hold	1,000	–	–	0.03%	61
2021 Q4	$383K	Hold	1,000	–	–	0.03%	62
2021 Q3	$378K	Hold	1,000	–	–	0.03%	63
2021 Q2	$380K	Hold	1,000	–	–	0.03%	67
2021 Q1	$327K	Hold	1,000	–	–	0.03%	65
2020 Q4	$264K	Buy	+1,000	New	+$223K	0.02%	64
2015 Q1	–	Sell	-43,950	Closed	-$8.52M	–	90
2014 Q4	$8.52M	Buy	43,950 +6,600	+18%	+$1.24M	1.47%	21
2014 Q3	$6.86M	Buy	+37,350	New	+$6.56M	1.22%	20
2014 Q2	–	Sell	-2,900	Closed	-$475K	–	90
2014 Q1	$475K	Hold	2,900	–	–	0.08%	62
2013 Q4	$514K	Hold	2,900	–	–	0.09%	64
2013 Q3	$459K	Sell	2,900 -1,400	-33%	-$225K	0.09%	69
2013 Q2	$650K	Buy	+4,300	New	+$656K	0.14%	58

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westwood Management Corporation's GS Position: Q4 2023 in Review

Westwood Management Corporation held its Goldman Sachs (GS) position steady in Q4 2023 at 1,000 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #24.

Westwood Management Corporation first reported a position in GS in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.52M in Q4 2014. 1,969 funds tracked by Wall St. Rank hold GS as of Q4 2023.

Westwood Management Corporation held 1,000 shares of Goldman Sachs worth $386K as of Q4 2023.
Westwood Management Corporation left its Goldman Sachs share count unchanged in Q4 2023.
Goldman Sachs made up 0.14% of Westwood Management Corporation's portfolio in Q4 2023, its #24 holding.
Westwood Management Corporation first reported a position in Goldman Sachs in Q2 2013 and has held it in 19 quarters since.
Westwood Management Corporation's Goldman Sachs position peaked at $8.52M in Q4 2014.
1,969 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.