Creative Planning’s Canada Goose Holdings GOOS Stock Holding History

Creative Planning’s Portfolio GOOS Stock Details GOOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,180	Closed	-$149K	–	2899
2023 Q3	$149K	Buy	+10,180	New	+$166K	﹤0.01%	2320

Other funds holding GOOS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's GOOS Position: Q4 2023 in Review

Creative Planning sold out of Canada Goose Holdings (GOOS) in Q4 2023, closing a stake of 10,180 shares — an estimated $149K sold.

Creative Planning first reported a position in GOOS in Q3 2023 and held it in 1 quarter. The position peaked at $149K in Q3 2023. 124 funds tracked by Wall St. Rank hold GOOS as of Q4 2023.

Creative Planning reported no remaining Canada Goose Holdings position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 10,180 Canada Goose Holdings shares in Q4 2023, an estimated $149K.
Creative Planning first reported a position in Canada Goose Holdings in Q3 2023 and held it in 1 quarter.
Creative Planning's Canada Goose Holdings position peaked at $149K in Q3 2023.
124 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.