Goodwin Daniel L has filed its 13F form on October 24, 2023 for Q3 2023 where it was disclosed a total value porftolio of $203 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kite Realty Group Trust with a value of $110M, Spdr S&P 500 ETF Trust with a value of $10.8M, Alphabet Inc. with a value of $5.57M, Unitedhealth Group Inc with a value of $5.13M, and Amazon Com Inc with a value of $4.41M.

Examining the 13F form we can see an decrease of $2.84M in the current position value, from $206M to 203M.

Below you can find more details about Goodwin Daniel L portfolio as well as his latest detailed transactions.

Portfolio value $203 Million
Real Estate: $115 Million
Financial Services: $27.3 Million
ETFs: $16 Million
Technology: $13.5 Million
Communication Services: $8.01 Million
Consumer Cyclical: $7.1 Million
Healthcare: $6.76 Million
Energy: $5.56 Million
Other: $3.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 158
  • Current Value $203 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 24, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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