Daniel L. Goodwin’s Greystone Housing Impact Investors LP GHI Stock Holding History

Daniel L. Goodwin’s Portfolio GHI Stock Details GHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.61M	Buy	105,313 +16,459	+19%	+$261K	0.78%	19
2023 Q2	$1.45M	Buy	88,854 +4,123	+5%	+$66.1K	0.69%	19
2023 Q1	$1.44M	Buy	84,731 +53,941	+175%	+$956K	0.73%	19
2022 Q4	$527K	Buy	30,790 +2,989	+11%	+$53.4K	0.27%	48
2022 Q3	$468K	Buy	27,801 +12,327	+80%	+$226K	0.27%	48
2022 Q2	$273K	Buy	+15,474	New	+$267K	0.15%	68

Other funds holding GHI

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

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Daniel L. Goodwin's GHI Position: Q3 2023 in Review

Daniel L. Goodwin increased its Greystone Housing Impact Investors LP (GHI) stake by 19% in Q3 2023, buying an estimated $261K and bringing the position to 105,313 shares worth $1.61M. The position accounts for 0.78% of the portfolio, ranked #19.

Daniel L. Goodwin first reported a position in GHI in Q2 2022 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold GHI as of Q3 2023.

Daniel L. Goodwin held 105,313 shares of Greystone Housing Impact Investors LP worth $1.61M as of Q3 2023.
Daniel L. Goodwin bought 16,459 Greystone Housing Impact Investors LP shares in Q3 2023, an estimated $261K.
Greystone Housing Impact Investors LP made up 0.78% of Daniel L. Goodwin's portfolio in Q3 2023, its #19 holding.
Daniel L. Goodwin first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.