GD

Goodwin Daniel L

13F
Goodwin Daniel L
Last update 2021-07-19 94 Stocks (8 new)
Value $207.00 Mil Turnover 4 %
Countries:
Top Holdings: KRG(53.17%)SPY(5.20%)GOOG(2.69%)UNH(2.48%)AMZN(2.13%)
Summary Stock Picks Current Portfolio
Goodwin Daniel L Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KRG
Kite Realty Group Trust
5,133,918
109,968.5
0%
53.170
0%
2.340
+8.30%
-6.25%
5,071.1
REITs
SPY
S&P 500 ETF TRUST ETF
25,168
10,758.8
+9.01%
5.200
+0.43%
0.000
+16.86%
+7.34%
643,153.0
 
GOOG
Alphabet Inc
42,220
5,566.7
+11.40%
2.690
+0.28%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
UNH
UnitedHealth Group Inc
10,180
5,132.6
0%
2.480
0%
0.000
-42.50%
-38.31%
279,898.2
Healthcare Plans
AMZN
Amazon.com Inc
34,655
4,405.3
+1.40%
2.130
+0.03%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
JPM
JPMorgan Chase & Co
27,450
3,980.8
-0.36%
1.920
-0.01%
0.000
+30.86%
+25.49%
822,612.0
Banks
MPC
Marathon Petroleum Corp
24,900
3,768.4
0%
1.820
0%
0.010
+37.68%
+27.65%
54,085.0
Oil & Gas
MSFT
Microsoft Corp
9,696
3,061.5
+10.99%
1.480
+0.15%
0.000
+33.94%
+18.80%
3,707,650.2
Software
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
8,929
2,990.8
+23.95%
1.450
+0.28%
0.010
+11.03%
+6.14%
38,845.8
 
NVG
Nuveen AMT-Free Municipal Credit Income Fund
Nuveen AMT-Free Municipal Credit Income Fund
257,983
2,659.8
+0.90%
1.290
+0.01%
0.120
-1.42%
+2.04%
2,568.7
Asset Management

Goodwin Daniel L's Historical Top Holdings Breakdowns

Goodwin Daniel L's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QCOM
Qualcomm Inc
2023-09-30
Reduce
Reduce
-0.64%
●
106.14 ($116.01) 132.17
$162.21
39.82%
Reduce -37.66%
18,723
-11,310
QQQ
INVESCO QQQ Trust
2023-09-30
Add
Add
+0.43%
●
354.21 ($370.83) 385.74
$556.22
49.99%
Add 76.07%
5,775
2,495
SPY
S&P 500 ETF TRUST ETF
2023-09-30
Add
Add
+0.43%
●
425.88 ($444.77) 457.79
$625.34
40.60%
Add 9.01%
25,168
2,081
PTLO
Portillos Inc
2023-09-30
New Buy
New Buy
+0.33%
●
15.23 ($19.53) 23.77
$12.32
-36.92%
New holding
44,825
44,825
BX
Blackstone Inc
2023-09-30
Reduce
Reduce
-0.29%
●
91.91 ($104.13) 115.12
$155.13
48.98%
Reduce -63.37%
3,700
-6,400
GOOG
Alphabet Inc
2023-09-30
Add
Add
+0.28%
●
116.87 ($130.02) 138.99
$180.55
38.86%
Add 11.4%
42,220
4,320
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2023-09-30
Add
Add
+0.28%
●
334.95 ($346.82) 356.2
$448.09
29.20%
Add 23.95%
8,929
1,725
EPD
Enterprise Products Partners LP
2023-09-30
New Buy
New Buy
+0.16%
●
26.25 ($26.75) 27.42
$31.51
17.79%
New holding
12,400
12,400
AMAT
Applied Materials Inc
2023-09-30
New Buy
New Buy
+0.15%
●
134.04 ($143.4) 153.99
$191.05
33.23%
New holding
2,300
2,300
MSFT
Microsoft Corp
2023-09-30
Add
Add
+0.15%
●
312.14 ($330.44) 359.49
$498.84
50.96%
Add 10.99%
9,696
960

Goodwin Daniel L Total Holding History ($B)

To

Goodwin Daniel L's Asset Allocation

To

Goodwin Daniel L Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Goodwin Daniel L's Hypothetical Growth since 2023-09-30

Goodwin Daniel L's Yearly Returns

Year Portfolio % % Excess Gain %

Goodwin Daniel L's Holdings Heat Map

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Goodwin Daniel L's Holdings Bubble Chart

Goodwin Daniel L News

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