Number of Shares
955.00
Current Holdings Value*
$521,710.00
% of Portfolio
2.75%
Total Estimate Gain
$488,857.75
% of Total Estimate Gain
168.92%

James Aggressive Allocation Fund's The Goldman Sachs Group Inc Holding Summary

As of 2025-03-31, JAMES ADVANTAGE FUNDS held 955.00 shares of The Goldman Sachs Group Inc(GS), totaling $521,710.00. This investment constitutes 2.75% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding The Goldman Sachs Group Inc(GS) stock.

The initial trade took place in 2019Q3. And since then James Aggressive Allocation Fund has made 1 purchases of GS, at an average price of $231.53, for a total of 1,250.00 shares. Based on historical transaction data and GS's current price of $705.84, James Aggressive Allocation Fund's estimated gain on his GS holdings is $488,857.75, reflecting a 168.92% gain to date.

James Aggressive Allocation Fund GS ($705.84) Holding Chart

James Aggressive Allocation Fund GS ($705.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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