GS β€” GOLDMAN SACHS GROUP INC

Ownership history in Solidarity Wealth, LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which Solidarity Wealth, LLC reported a position in GOLDMAN SACHS GROUP INC (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
2.65% (2022 Q2)
πŸ“Š Avg. % of fund
1.96%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

Solidarity Wealth, LLC Γ— GS AI Analytics

πŸ“ˆ Solidarity Wealth, LLC outperformed the S&P 500 by +18.9% annually on this GS position. Timing score: 50% (7/14 decisions correct). Average cost basis: $335.75. Maximum drawdown during holding period: –10.0%.

πŸ“ˆ Position Alpha vs SPY
+18.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 18.9% per year on this position.
14 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct

πŸ’° Entry Quality
$335.75
+160.4% vs current ($874.40)

Best entry: $270.20 (2022 Q2)  Β·  Worst: $874.40 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–10.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

10 adds Β· 5 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Solidarity Wealth, LLC has been actively increasing its GS allocation β€” a bullish signal from insiders.
Currently 2.28% 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 Q4 ADDED 12,701 +173 +1.4% 2.28% $11.2M $874.40
2025 Q3 ADDED 12,528 +242 +2.0% 2.15% $10.0M $788.27
2025 Q2 REDUCED 12,286 -1,786 -12.7% 2.03% $8.7M $696.84
2025 Q1 REDUCED 14,072 -463 -3.2% 1.90% $7.7M $535.20
2024 Q4 REDUCED 14,535 -823 -5.4% 2.17% $8.3M $558.23
2024 Q3 ADDED 15,358 +4,042 +35.7% 2.06% $7.6M $480.29
2024 Q2 ADDED 11,316 +202 +1.8% 1.55% $5.1M $436.20
2024 Q1 ADDED 11,114 +400 +3.7% 1.45% $4.6M $400.38
2023 Q4 REDUCED 10,714 -4,931 -31.5% 1.49% $4.1M $367.18
2023 Q3 ADDED 15,645 +1,390 +9.8% 1.83% $5.1M $305.47
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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