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Winfield Associates’s Goldman Sachs GS Stock Holding History

Winfield Associates’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
-3,800
Closed -$852K – 120
2018
Q3 		$852K Hold
3,800
– – 0.42% 53
2018
Q2 		$838K Buy
3,800
+100
+3% +$23.8K 0.45% 53
2018
Q1 		$932K Sell
3,700
-100
-3% -$26K 0.5% 50
2017
Q4 		$969K Hold
3,800
– – 0.49% 51
2017
Q3 		$901K Hold
3,800
– – 0.47% 50
2017
Q2 		$843K Sell
3,800
-1,530
-29% -$340K 0.47% 52
2017
Q1 		$1.22M Hold
5,330
– – 0.7% 44
2016
Q4 		$1.28M Sell
5,330
-350
-6% -$71.1K 0.78% 41
2016
Q3 		$916K Sell
5,680
-765
-12% -$124K 0.58% 48
2016
Q2 		$958K Sell
6,445
-400
-6% -$62.4K 0.62% 45
2016
Q1 		$1.07M Sell
6,845
-490
-7% -$75.8K 0.73% 41
2015
Q4 		$1.32M Buy
7,335
+950
+15% +$177K 0.89% 35
2015
Q3 		$1.11M Buy
6,385
+625
+11% +$123K 0.83% 36
2015
Q2 		$1.2M Buy
5,760
+430
+8% +$87.6K 0.82% 38
2015
Q1 		$1M Buy
5,330
+150
+3% +$27.9K 0.7% 41
2014
Q4 		$1M Buy
5,180
+2,495
+93% +$469K 0.74% 42
2014
Q3 		$493K Buy
2,685
+336
+14% +$59K 0.37% 77
2014
Q2 		$393K Sell
2,349
-352
-13% -$56.8K 0.28% 89
2014
Q1 		$443K Buy
2,701
+1,007
+59% +$169K 0.37% 82
2013
Q4 		$300K Buy
+1,694
New +$279K 0.25% 95

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Winfield Associates's GS Position: Q4 2018 in Review

Winfield Associates sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 3,800 shares — an estimated $852K sold.

Winfield Associates first reported a position in GS in Q4 2013 and held it in 20 quarters. The position peaked at $1.32M in Q4 2015. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Winfield Associates reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • Winfield Associates sold 3,800 Goldman Sachs shares in Q4 2018, an estimated $852K.
  • Winfield Associates first reported a position in Goldman Sachs in Q4 2013 and held it in 20 quarters.
  • Winfield Associates's Goldman Sachs position peaked at $1.32M in Q4 2015.
  • 1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Winfield Associates's 13F filing for Q4 2018, filed 31 Jan 2019.