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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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.