Naviter Wealth’s Canada Goose Holdings GOOS Stock Holding History

Naviter Wealth’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
2024 Q4	–	Sell	-30,040	Closed	-$376K	–	289
2024 Q3	$376K	Hold	30,040	–	–	0.05%	196
2024 Q2	$388K	Hold	30,040	–	–	0.06%	191
2024 Q1	$362K	Hold	30,040	–	–	0.06%	195
2023 Q4	$356K	Hold	30,040	–	–	0.07%	182
2023 Q3	$440K	Hold	30,040	–	–	0.11%	175
2023 Q2	$535K	Hold	30,040	–	–	0.14%	171
2023 Q1	$578K	Hold	30,040	–	–	0.2%	139
2022 Q4	$646K	Sell	30,040 -3,000	-9%	-$52.6K	0.18%	130
2022 Q3	$504K	Hold	33,040	–	–	0.21%	120
2022 Q2	$595K	Hold	33,040	–	–	0.24%	102
2022 Q1	$870K	Hold	33,040	–	–	0.29%	54
2021 Q4	$1.22M	Buy	+33,040	New	+$1.35M	0.37%	53

Other funds holding GOOS

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TAM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SRAIM

Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 42.31% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Naviter Wealth's GOOS Position: Q4 2024 in Review

Naviter Wealth sold out of Canada Goose Holdings (GOOS) in Q4 2024, closing a stake of 30,040 shares — an estimated $376K sold.

Naviter Wealth first reported a position in GOOS in Q4 2021 and held it in 12 quarters. The position peaked at $1.22M in Q4 2021. 115 funds tracked by Wall St. Rank hold GOOS as of Q4 2024.

Naviter Wealth reported no remaining Canada Goose Holdings position as of Q4 2024 after selling out during the quarter.
Naviter Wealth sold 30,040 Canada Goose Holdings shares in Q4 2024, an estimated $376K.
Naviter Wealth first reported a position in Canada Goose Holdings in Q4 2021 and held it in 12 quarters.
Naviter Wealth's Canada Goose Holdings position peaked at $1.22M in Q4 2021.
115 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.