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Wintrust Investments’s Goldman Sachs GS Stock Holding History

Wintrust Investments’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
2024
Q4 		$215K Sell
375
-425
-53% -$237K 0.19% 88
2024
Q3 		$370K Sell
800
-6,813
-89% -$3.33M 0.27% 61
2024
Q2 		$3.17M Sell
7,613
-141
-2% -$61.9K 0.26% 68
2024
Q1 		$2.97M Sell
7,754
-1,923
-20% -$746K 0.26% 77
2023
Q4 		$3.4M Sell
9,677
-3,203
-25% -$1.07M 0.33% 63
2023
Q3 		$4.14M Sell
12,880
-4,557
-26% -$1.52M 0.43% 44
2023
Q2 		$5.67M Sell
17,437
-986
-5% -$324K 0.57% 36
2023
Q1 		$6.08M Sell
18,423
-103
-0.6% -$35.9K 0.78% 29
2022
Q4 		$6.22M Buy
18,526
+469
+3% +$163K 0.81% 27
2022
Q3 		$5.82M Sell
18,057
-1,345
-7% -$436K 0.73% 27
2022
Q2 		$6.34M Sell
19,402
-2,171
-10% -$676K 0.76% 29
2022
Q1 		$7.45M Buy
21,573
+12,130
+128% +$4.28M 0.72% 26
2021
Q4 		$3.56M Buy
9,443
+8,543
+949% +$3.38M 0.34% 47
2021
Q3 		$300K Sell
900
-100
-10% -$39.1K 0.04% 217
2021
Q2 		$335K Sell
1,000
-2,999
-75% -$1.07M 0.03% 320
2021
Q1 		$1.3M Buy
3,999
+2,699
+208% +$840K 0.13% 143
2020
Q4 		$286K Sell
1,300
-4,321
-77% -$962K 0.08% 138
2020
Q3 		$1.25M Buy
5,621
+2,093
+59% +$426K 0.17% 111
2020
Q2 		$746K Buy
3,528
+2,009
+132% +$377K 0.1% 149
2020
Q1 		$235K Buy
1,519
+465
+44% +$98.7K 0.04% 277
2019
Q4 		$242K Buy
+1,054
New +$229K 0.03% 313
2017
Q3 		– Sell
-1,287
Closed -$286K – 286
2017
Q2 		$286K Sell
1,287
-117
-8% -$26K 0.08% 236
2017
Q1 		$323K Buy
1,404
+300
+27% +$72.4K 0.09% 217
2016
Q4 		$264K Buy
+1,104
New +$224K 0.11% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wintrust Investments's GS Position: Q4 2024 in Review

Wintrust Investments reduced its Goldman Sachs (GS) stake by 53% in Q4 2024, selling an estimated $237K and leaving 375 shares worth $215K. The position accounts for 0.19% of the portfolio, ranked #88.

Wintrust Investments first reported a position in GS in Q4 2016 and has held it in 24 quarters since. The position peaked at $7.45M in Q1 2022. 2,462 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Wintrust Investments held 375 shares of Goldman Sachs worth $215K as of Q4 2024.
  • Wintrust Investments sold 425 Goldman Sachs shares in Q4 2024, an estimated $237K.
  • Goldman Sachs made up 0.19% of Wintrust Investments's portfolio in Q4 2024, its #88 holding.
  • Wintrust Investments first reported a position in Goldman Sachs in Q4 2016 and has held it in 24 quarters since.
  • Wintrust Investments's Goldman Sachs position peaked at $7.45M in Q1 2022.
  • 2,462 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.