Goldman Sachs Group: Healthcare Stocks in Our Portfolio

Wall St. Watchdog reveals information about Goldman Sachs Group’s top holdings in the Healthcare sector.

  • Merck & Co. Inc. (NYSE:MRK): On 3/31/11 Goldman Sachs Group Inc. reported holding 18,591,753 shares with a market value of $613,713,735. This comprised 0.42% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 24,909,116 shares with a market value of $879,042,726. This comprised 0.58% of the total portfolio. The net change in shares for this position over the two quarters is 6,317,363. About the company: Merck & Co., Inc. is a global pharmaceutical company that discovers, develops, manufactures, and markets a broad range of human and animal health products. Merck’s products include a treatment for elevated cholesterol, a treatment for male pattern hair loss, a preventive treatment for osteoporosis, a treatment for hypertension, and a treatment for allergic rhinitis.
  • Johnson & Johnson (NYSE:JNJ): On 3/31/11 Goldman Sachs Group Inc. reported holding 12,315,849 shares with a market value of $729,714,053. This comprised 0.49% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 11,377,408 shares with a market value of $756,825,142. This comprised 0.50% of the total portfolio. The net change in shares for this position over the two quarters is -938,441. About the company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
  • Thermo Fisher Scientific, Inc. (NYSE:TMO): On 3/31/11 Goldman Sachs Group Inc. reported holding 11,756,157 shares with a market value of $653,054,512. This comprised 0.44% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 11,029,900 shares with a market value of $710,215,254. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is -726,257. About the company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • St. Jude Medical, Inc. (NYSE:STJ): On 3/31/11 Goldman Sachs Group Inc. reported holding 17,068,796 shares with a market value of $874,946,454. This comprised 0.59% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 13,234,646 shares with a market value of $631,027,925. This comprised 0.42% of the total portfolio. The net change in shares for this position over the two quarters is -3,834,150. About the company: St. Jude Medical, Inc. develops, manufactures, and distributes medical devices for the worldwide cardiovascular market. The Company serves patients and its health care customers with products and services including heart valves, cardiac rhythm management systems, specialty catheters, and other cardiovascular devices.
  • Teva Pharmaceutical Industries Ltd. (NASDAQ:TEVA): On 3/31/11 Goldman Sachs Group Inc. reported holding 11,669,831 shares with a market value of $585,475,400. This comprised 0.40% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 12,098,928 shares with a market value of $583,410,323. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is 429,097. About the company: Teva Pharmaceutical Industries Ltd. develops, manufactures and markets generic and branded human pharmaceuticals and active pharmaceutical ingredients. The Company produces antibiotics, oncological products, Alpha D3 for treatment of post-menopausal bone loss in women and Copaxone for treatment of multiple sclerosis. Teva develops novel drugs for diseases of the central nervous system.
  • Pfizer, Inc. (NYSE:PFE): On 3/31/11 Goldman Sachs Group Inc. reported holding 24,873,144 shares with a market value of $505,173,541. This comprised 0.34% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 27,379,087 shares with a market value of $564,009,203. This comprised 0.37% of the total portfolio. The net change in shares for this position over the two quarters is 2,505,943. About the company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Wellpoint, Inc. (NYSE:WLP): On 3/31/11 Goldman Sachs Group Inc. reported holding 6,060,763 shares with a market value of $422,980,655. This comprised 0.29% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 6,649,420 shares with a market value of $523,774,791. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 588,657. About the company: WellPoint Inc. is a health benefits company. The Company provides health benefits, dental and vision benefits, pharmacy benefits, life insurance, and life and disability insurance benefits. WellPoint operations include Blue Cross and Blue Shield plans.
  • Boston Scientific Corp. (NYSE:BSX): On 3/31/11 Goldman Sachs Group Inc. reported holding 47,480,170 shares with a market value of $341,382,425. This comprised 0.23% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 64,221,843 shares with a market value of $443,772,925. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is 16,741,673. About the company: Boston Scientific Corporation develops, manufactures, and markets minimally invasive medical devices. The Company’s products are used in interventional cardiology, cardiac rhythm management, peripheral interventions, electrophysiology, neurovascular intervention, endoscopy, urology, gynecology and neuromodulation.
  • CVS Caremark Corporation (NYSE:CVS): On 3/31/11 Goldman Sachs Group Inc. reported holding 9,364,199 shares with a market value of $321,379,307. This comprised 0.22% of the total portfolio. On 6/30/11, Goldman Sachs Group Inc. held 10,092,865 shares with a market value of $379,289,885. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 728,666. About the company: CVS Caremark Corporation is an integrated pharmacy health care provider. The Company’s offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.

(Note: Data on Goldman Sachs Group’s stock holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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