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Winslow Evans & Crocker’s Goldman Sachs GS Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.51M Buy
5,735
+183
+3% +$40.7K 0.29% 80
2020
Q3 		$1.12M Buy
5,552
+50
+0.9% +$10.2K 0.28% 80
2020
Q2 		$1.09M Buy
5,502
+1,550
+39% +$291K 0.29% 75
2020
Q1 		$614K Sell
3,952
-88
-2% -$18.7K 0.2% 108
2019
Q4 		$930K Sell
4,040
-200
-5% -$43.4K 0.24% 94
2019
Q3 		$880K Sell
4,240
-34
-0.8% -$7.11K 0.25% 91
2019
Q2 		$876K Sell
4,274
-50
-1% -$9.9K 0.24% 95
2019
Q1 		$832K Buy
4,324
+374
+9% +$72.2K 0.24% 94
2018
Q4 		$662K Buy
3,950
+3,410
+631% +$688K 0.22% 98
2018
Q3 		$124K Hold
540
– – 0.04% 338
2018
Q2 		$122K Buy
540
+200
+59% +$47.7K 0.04% 333
2018
Q1 		$85.6K Hold
340
– – 0.03% 382
2017
Q4 		$86.6K Hold
340
– – 0.03% 394
2017
Q3 		$80.6K Sell
340
-24
-7% -$5.41K 0.03% 393
2017
Q2 		$80.8K Hold
364
– – 0.02% 464
2017
Q1 		$83.6K Hold
364
– – 0.03% 442
2016
Q4 		$87.2K Hold
364
– – 0.03% 430
2016
Q3 		$58.7K Buy
364
+36
+11% +$5.85K 0.02% 506
2016
Q2 		$48.7K Hold
328
– – 0.01% 519
2016
Q1 		$51.5K Hold
328
– – 0.02% 496
2015
Q4 		$59.1K Hold
328
– – 0.02% 502
2015
Q3 		$57K Hold
328
– – 0.02% 491
2015
Q2 		$68.5K Hold
328
– – 0.02% 492
2015
Q1 		$61.7K Hold
328
– – 0.02% 508
2014
Q4 		$63.6K Sell
328
-144
-31% -$27.1K 0.02% 494
2014
Q3 		$86.5K Buy
472
+144
+44% +$25.3K 0.02% 448
2014
Q2 		$54.9K Hold
328
– – 0.02% 483
2014
Q1 		$53.7K Hold
328
– – 0.02% 476
2013
Q4 		$59K Buy
+328
New +$54.1K 0.02% 484

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's GS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Goldman Sachs (GS) stake by 3.3% in Q4 2020, buying an estimated $40.7K and bringing the position to 5,735 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #80.

Winslow Evans & Crocker first reported a position in GS in Q4 2013 and has held it in 29 quarters since. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • Winslow Evans & Crocker held 5,735 shares of Goldman Sachs worth $1.51M as of Q4 2020.
  • Winslow Evans & Crocker bought 183 Goldman Sachs shares in Q4 2020, an estimated $40.7K.
  • Goldman Sachs made up 0.29% of Winslow Evans & Crocker's portfolio in Q4 2020, its #80 holding.
  • Winslow Evans & Crocker first reported a position in Goldman Sachs in Q4 2013 and has held it in 29 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.