GS β€” GOLDMAN SACHS GRP INC COM

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  Β·  73 quarters on record

This page tracks every 13F SEC filing in which JACOBS LEVY EQUITY MANAGEMENT, INC reported a position in GOLDMAN SACHS GRP INC COM (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.19% (2009 Q3)
πŸ“Š Avg. % of fund
0.31%
πŸ“… First filed
2000 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
73

Position Intelligence

JACOBS LEVY EQUITY MANAGEMENT, INC Γ— GS AI Analytics

πŸ“ˆ JACOBS LEVY EQUITY MANAGEMENT, INC outperformed the S&P 500 by +6.6% annually on this GS position. Timing score: 44% (29/66 decisions correct). Average cost basis: $91.84. Maximum drawdown during holding period: –60.7%.

πŸ“ˆ Position Alpha vs SPY
+6.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.6% per year on this position.
72 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
29 of 66 add/trim decisions correct

πŸ’° Entry Quality
$91.84
+758.3% vs current ($788.27)

Best entry: $48.00 (2003 Q1)  Β·  Worst: $535.20 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–60.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
37%
buy-side decisions

25 adds Β· 42 trims. Bought during 10 of 29 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,606 -2,952 -53.1% 0.01% $2.1M $788.27
2025 Q2 REDUCED 5,558 -7,486 -57.4% 0.02% $3.9M $696.84
2025 Q1 ADDED 13,044 +10,518 +416.4% 0.03% $7.1M $535.20
2024 Q4 UNCHANGED 2,526 β€” 0% 0.01% $1.4M $558.23
2024 Q3 UNCHANGED 2,526 β€” 0% 0.00% $1.3M $480.29
2024 Q2 REDUCED 2,526 -203 -7.4% 0.00% $1.1M $436.20
2024 Q1 REDUCED 2,729 -1,369 -33.4% 0.01% $1.1M $400.38
2023 Q4 REDUCED 4,098 -6,279 -60.5% 0.01% $1.6M $367.18
2023 Q3 ADDED 10,377 +6,995 +206.8% 0.02% $3.4M $305.47
2023 Q2 ADDED 3,382 +856 +33.9% 0.01% $1.1M $301.98
63 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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