Castleview Partners’s GoHealth GOCO Stock Holding History

Castleview Partners’s Portfolio GOCO Stock Details GOCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$1.94K	–	690
2024 Q2	$1.94K	Hold	200	–	–	﹤0.01%	745
2024 Q1	$2.1K	Hold	200	–	–	﹤0.01%	731
2023 Q4	$2.67K	Buy	+200	New	+$2.74K	﹤0.01%	676

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's GOCO Position: Q3 2024 in Review

Castleview Partners sold out of GoHealth (GOCO) in Q3 2024, closing a stake of 200 shares — an estimated $1.94K sold.

Castleview Partners first reported a position in GOCO in Q4 2023 and held it in 3 quarters. The position peaked at $2.67K in Q4 2023. 46 funds tracked by Wall St. Rank hold GOCO as of Q3 2024.

Castleview Partners reported no remaining GoHealth position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 200 GoHealth shares in Q3 2024, an estimated $1.94K.
Castleview Partners first reported a position in GoHealth in Q4 2023 and held it in 3 quarters.
Castleview Partners's GoHealth position peaked at $2.67K in Q4 2023.
46 funds tracked by Wall St. Rank held GoHealth as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.