Sanders Morris Harris’s Greystone Housing Impact Investors LP GHI Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-13,673	Closed	-$232K	–	259
2023 Q1	$232K	Buy	+13,673	New	+$242K	0.08%	115
2022 Q4	–	Sell	-13,533	Closed	-$228K	–	230
2022 Q3	$228K	Sell	13,533 -141	-1%	-$2.58K	0.06%	235
2022 Q2	$241K	Buy	+13,674	New	+$236K	0.05%	235

Other funds holding GHI

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Morris Harris's GHI Position: Q2 2023 in Review

Sanders Morris Harris sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2023, closing a stake of 13,673 shares — an estimated $232K sold.

Sanders Morris Harris first reported a position in GHI in Q2 2022 and held it in 3 quarters. The position peaked at $241K in Q2 2022. 46 funds tracked by Wall St. Rank hold GHI as of Q2 2023.

Sanders Morris Harris reported no remaining Greystone Housing Impact Investors LP position as of Q2 2023 after selling out during the quarter.
Sanders Morris Harris sold 13,673 Greystone Housing Impact Investors LP shares in Q2 2023, an estimated $232K.
Sanders Morris Harris first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 3 quarters.
Sanders Morris Harris's Greystone Housing Impact Investors LP position peaked at $241K in Q2 2022.
46 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2023.

Based on Sanders Morris Harris's 13F filing for Q2 2023, filed 11 Jul 2023.