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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 Dec 31, 2023
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Steven R. Goodman

Steven R. Goodman
Goodman Financial Corp

Hedge Fund Manager
Ranked #328 out of 482 Hedge Fund Managers

Portfolio Gain

-3.24%
Since Jan 2016

Sharpe Ratio

-0.07
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$372.64M
Steven R. Goodman manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-0.39%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
20.48% Technology
19.94% General
11.07% Healthcare
9.21% Consumer Defensive
8.74% Consumer Cyclical
7.16% Financial
6.93% Energy
6.21% Industrial Goods
3.96% Communication Services
2.85% Real Estate
A breakdown of Goodman Financial Corp's portfolio by sector

Goodman Financial Corp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$443.38
($409.21-$477.55)
+10.39%
-0.03%
1.45M
0.39%
ACI Worldwide
Added
Technology
$25.23
($19.56-$30.91)
+8.53%
+1.00%
13.16M
3.53%
Amazon
Reduced
Consumer Cyclical
$136.99
($118.35-$155.63)
+18.72%
-0.69%
13.94M
3.74%
BP
Not Changed
Energy
$37.55
($34.25-$40.84)
+7.74%
0.00%
477.08K
0.13%
Canadian National Railway
Not Changed
Industrial Goods
$115.32
($103.96-$126.68)
+5.35%
0.00%
251.01K
0.07%
Cigna
Added
Healthcare
$286.94
($253.95-$319.92)
+21.79%
+0.55%
12.51M
3.34%
Cognizant
Reduced
Technology
$69.50
($62.14-$76.85)
-2.59%
-1.93%
13.52M
3.61%
Conocophillips
Not Changed
Energy
$118.53
($109.70-$127.35)
+10.44%
0.00%
384.54K
0.10%
Designer Brands
Reduced
Consumer Cyclical
$10.69
($8.22-$13.16)
+24.11%
-2.98%
9.00M
2.40%
Exxon Mobil
Reduced
Energy
$107.64
($97.48-$117.79)
+17.34%
>-0.01%
1.56M
0.41%
See a list of Goodman Financial Corp's holdings, as reported to the SEC on Dec 31, 2023. 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 -3.24%.
    What is Goodman Financial Corp’s Sharpe Ratio?
    Goodman Financial Corp’s Sharpe Ratio is -0.07.
      What is Goodman Financial Corp’s portfolio value?
      Goodman Financial Corp’s portfolio value is $372.64M.
        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 5.82%.
          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 21.58%.
            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 -0.39%.
              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 Dec 31, 2023.
                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 $372.64M.
                    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.

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                    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.