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Goodman Financial Corp - Steven R. Goodman
Goodman Financial Corp a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
32 Followers
Steven R. Goodman Goodman Financial Corp
Hedge Fund Manager
Ranked #344 out of 487 Hedge Fund Managers
Portfolio Gain
+3.54%
Since Jan 2016
Sharpe Ratio
-0.02
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$447.70M
Steven R. Goodman manages more assets than 21% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+0.40%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
23.67% General
13.22% Technology
11.15% Healthcare
10.37% Consumer Cyclical
9.15% Consumer Defensive
7.32% Energy
6.49% Financial
6.14% Industrial Goods
3.13% Real Estate
2.90% Communication Services
2.73% Basic Materials
A breakdown of Goodman Financial Corp's portfolio by sector
Goodman Financial Corp Portfolio Activity
SPDR Portfolio Developed World ex-US ETF
Added
General
$35.55
($33.11-$38.00)
-6.42%
+1.69%
29.40M
6.57%
Global Payments
Added
Industrial Goods
$104.98
($92.01-$117.96)
+13.58%
+6.95%
12.39M
2.77%
SPDR Portfolio S&P 400 Mid Cap ETF
Reduced
General
$52.12
($49.12-$55.12)
+5.47%
-1.72%
3.23M
0.72%
SPDR Portfolio S&P 600 Small Cap ETF
Reduced
General
$43.87
($40.77-$46.96)
+5.12%
-1.77%
3.41M
0.76%
Affiliated Managers
New
Financial
$171.09
($152.37-$189.81)
+4.95%
+100.00%
14.03M
3.13%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
Added
General
$66.31
($62.43-$70.20)
+3.63%
+1.73%
601.32K
0.13%
Kraft Heinz
Added
Consumer Defensive
$34.05
($31.58-$36.53)
-11.45%
+1.82%
13.40M
2.99%
iShares Russell 1000 Value ETF
Not Changed
General
$181.62
($172.86-$190.37)
+3.32%
0.00%
3.38M
0.75%
Xtrackers MSCI EAFE Hedged Equity ETF
Not Changed
General
$40.01
($37.39-$42.63)
-1.38%
0.00%
252.33K
0.06%
QuidelOrtho
Reduced
Healthcare
$38.68
($29.73-$47.62)
-16.91%
-2.92%
12.35M
2.76%
See a list of Goodman Financial Corp's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Goodman Financial Corp's performance with other Hedge Funds and the S&P 500
Goodman Financial Corp activity FAQ
What is Goodman Financial Corp’s portfolio gain since Jun 2013?
Goodman Financial Corp’s portfolio gain since Jun 2013 was 3.54%.
What is Goodman Financial Corp’s Sharpe Ratio?
Goodman Financial Corp’s Sharpe Ratio is -0.02.
What is Goodman Financial Corp’s portfolio value?
Goodman Financial Corp’s portfolio value is $447.70M.
What is Goodman Financial Corp’s average return since the fund’s last 13F filing?
Goodman Financial Corp’s average return since the fund’s last 13F filing is 3.16%.
What was Goodman Financial Corp’s average return in the last 12 months?
Goodman Financial Corp’s average return in the last 12 months was 21.03%.
What was Goodman Financial Corp’s average return in the last 3 years?
Goodman Financial Corp’s average return in the last 3 years was 0.40%.
When was the most recent most recent 13F form submitted by Goodman Financial Corp?
Goodman Financial Corp's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Steven R. Goodman Net Worth?
Steven R. Goodman is Managing Goodman Financial Corp which has a net worth of $447.70M.
TipRanks & Hedge Funds: TipRanks measures the performance of Steven R. Goodman and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.