Zimmermann Investment Management & Planning’s Goldman Sachs GS Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-1,059	Closed	-$346K	–	115
2023 Q1	$346K	Sell	1,059 -1,779	-63%	-$619K	0.18%	84
2022 Q4	$975K	Buy	2,838 +42	+2%	+$14.6K	0.56%	35
2022 Q3	$819K	Buy	2,796 +777	+38%	+$252K	0.51%	39
2022 Q2	$600K	Buy	2,019 +62	+3%	+$19.3K	0.41%	53
2022 Q1	$646K	Buy	1,957 +36	+2%	+$12.7K	0.38%	53
2021 Q4	$735K	Buy	+1,921	New	+$761K	0.41%	46

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Zimmermann Investment Management & Planning's GS Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 1,059 shares — an estimated $346K sold.

Zimmermann Investment Management & Planning first reported a position in GS in Q4 2021 and held it in 6 quarters. The position peaked at $975K in Q4 2022. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,059 Goldman Sachs shares in Q2 2023, an estimated $346K.
Zimmermann Investment Management & Planning first reported a position in Goldman Sachs in Q4 2021 and held it in 6 quarters.
Zimmermann Investment Management & Planning's Goldman Sachs position peaked at $975K in Q4 2022.
1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.