Daniel L. Goodwin’s InvenTrust Properties IVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.09M	Hold	45,968	–	–	0.53%	24
2023 Q2	$1.06M	Hold	45,968	–	–	0.51%	27
2023 Q1	$1.08M	Hold	45,968	–	–	0.54%	26
2022 Q4	$1.09M	Hold	45,968	–	–	0.55%	26
2022 Q3	$981K	Hold	45,968	–	–	0.56%	27
2022 Q2	$1.19M	Buy	+45,968	New	+$1.34M	0.65%	24

Other funds holding IVT

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

Daniel L. Goodwin held its InvenTrust Properties (IVT) position steady in Q3 2023 at 45,968 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #24.

Daniel L. Goodwin first reported a position in IVT in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2022. 258 funds tracked by Wall St. Rank hold IVT as of Q3 2023.

Daniel L. Goodwin held 45,968 shares of InvenTrust Properties worth $1.09M as of Q3 2023.
Daniel L. Goodwin left its InvenTrust Properties share count unchanged in Q3 2023.
InvenTrust Properties made up 0.53% of Daniel L. Goodwin's portfolio in Q3 2023, its #24 holding.
Daniel L. Goodwin first reported a position in InvenTrust Properties in Q2 2022 and has held it in 6 quarters since.
Daniel L. Goodwin's InvenTrust Properties position peaked at $1.19M in Q2 2022.
258 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2023.

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