SEC 13F Intelligence

Surevest, LLC / GS

Surevest, LLC’s Goldman Sachs Group Inc Position

Does Surevest, LLC own Goldman Sachs Group Inc (GS)? Yes — 13.3K shares worth $4M (+1.06% of its 13F portfolio) as of Q3 2022, up from 13.2K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
13.3K
% of Portfolio
+1.06%
Quarters Held
9
currently held

Position History GS

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ3 ’21Q4 ’21: $7MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202213.3K$4M+1.06%
Q2 202213.2K$4M+1.02%
Q1 202212.8K$4M+1.02%
Q4 202118.9K$7M+1.71%
Q3 202119.7K$7M+1.88%
Q2 202119.1K$7M+1.88%
Q1 202116.5K$5M+1.63%
Q4 202017.8K$5M+1.57%
Q3 202010.6K$2M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of GS.