SW
GOCO

SVB Wealth’s GoHealth GOCO Stock Holding History

SVB Wealth’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,133
Closed -$6K – 1063
2022
Q3 		$6K Buy
+1,133
New +$8.53K ﹤0.01% 982

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SVB Wealth's GOCO Position: Q4 2022 in Review

SVB Wealth sold out of GoHealth (GOCO) in Q4 2022, closing a stake of 1,133 shares — an estimated $6K sold.

SVB Wealth first reported a position in GOCO in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 35 funds tracked by Wall St. Rank hold GOCO as of Q4 2022.

  • SVB Wealth reported no remaining GoHealth position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 1,133 GoHealth shares in Q4 2022, an estimated $6K.
  • SVB Wealth first reported a position in GoHealth in Q3 2022 and held it in 1 quarter.
  • SVB Wealth's GoHealth position peaked at $6K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held GoHealth as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.