Skip to main content

Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

GS holding history

Goldman Sachs Group Inc in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q3 2022 holdings

Shares (Q3 2022)
13,341
Value
$3.91M
% of portfolio
1.1%
Quarters held
7
Since Q1 2021
Holdings of GS by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202213,341$3.91M1.1%+186+1.4%AddedHolders
Q2 202213,155$3.91M1.0%+358+2.8%AddedHolders
Q1 202212,797$4.22M1.0%−6,082−32.2%ReducedHolders
Q4 202118,879$7.22M1.7%−773−3.9%ReducedHolders
Q3 202119,652$7.43M1.9%+597+3.1%AddedHolders
Q2 202119,055$7.23M1.9%+2,589+15.7%AddedHolders
Q1 202116,466$5.38M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.