The One Stock That Superinvestors Are Dumping: Is It Time to Sell?

Johnny HopkinsSuperinvestor InsightsLeave a Comment

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:

Goldman Sachs Group Inc (GS)

The Goldman Sachs Group, Inc. (GS) is a leading global financial institution that offers a broad range of services, including investment banking, securities, asset management, and wealth management. Founded in 1869 and headquartered in New York City, Goldman Sachs serves a diverse client base comprising corporations, financial institutions, governments, and individuals worldwide.

A quick look at the price chart below for the company shows us that the stock is up 75.19% in the past twelve months.

Source: Google Finance

Superinvestors who reduced, or sold out of the company’s stock, according to their latest 13Fs, include:

(Remaining shares)

Ken Griffin – 620,397

Rich Pzena – 402,339

Israel Englander – 198,022

John Rogers – 152,491

Donald Yacktman – 127,447

George Soros – 19,450

Ed Wachenheim – 9,040

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