Top 50 Goodwin Daniel L Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRG | KITE RLTY GROUP TR | 53.17% | 5.13M | $110.0M | +0.00%(+0) | โ | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 5.2% | 25.2K | $10.8M | +9.01%(+2.08K) | โ | 2023-09-30 | |
| GOOG | ALPHABET INC | 2.69% | 42.2K | $5.6M | +11.40%(+4.32K) | โ | 2023-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.48% | 10.2K | $5.1M | +0.00%(+0) | โ | 2023-09-30 | |
| AMZN | AMAZON COM INC | 2.13% | 34.7K | $4.4M | +1.40%(+480) | โ | 2023-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.92% | 27.4K | $4.0M | -0.36%(-100) | โ | 2023-09-30 | |
| MPC | MARATHON PETE CORP | 1.82% | 24.9K | $3.8M | +0.00%(+0) | โ | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 1.48% | 9.7K | $3.1M | +10.99%(+960) | โ | 2023-09-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 1.45% | 8.9K | $3.0M | +23.95%(+1.73K) | โ | 2023-09-30 | |
| NVG | NUVEEN AMT FREE MUN CR INC F | 1.29% | 258.0K | $2.7M | +0.90%(+2.30K) | โ | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Goodwin Daniel L reports $206.81M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are KRG (53.2%), SPY (5.2%) and GOOG (2.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Goodwin Daniel Lโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1119191). View Goodwin Daniel Lโs 13F filings on SEC