IAA
GOOS

Independent Advisor Alliance’s Canada Goose Holdings GOOS Stock Holding History

Independent Advisor Alliance’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
2020
Q4 		– Sell
-26,938
Closed -$848K – 589
2020
Q3 		$848K Buy
+26,938
New +$663K 0.06% 208
2020
Q1 		– Sell
-13,501
Closed -$489K – 581
2019
Q4 		$489K Sell
13,501
-851
-6% -$32.8K 0.02% 538
2019
Q3 		$631K Sell
14,352
-511
-3% -$21.4K 0.08% 218
2019
Q2 		$576K Buy
14,863
+7,853
+112% +$354K 0.08% 206
2019
Q1 		$337K Buy
7,010
+2,150
+44% +$110K 0.05% 291
2018
Q4 		$212K Buy
4,860
+950
+24% +$52.9K 0.04% 358
2018
Q3 		$217K Sell
3,910
-2,300
-37% -$134K 0.05% 330
2018
Q2 		$342K Buy
+6,210
New +$262K 0.08% 226

Other funds holding GOOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return