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 Market Cap. of $300 Millions to $2 Billions

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

Summary

  • 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
Track This Portfolio

Track Goodwin Daniel L Portfolio

Follow Goodwin Daniel L and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goodwin Daniel L, based on Form 13F filings with the SEC.

News

Stay updated on Goodwin Daniel L with notifications on news.