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Advisory Research’s Goosehead Insurance GSHD Stock Holding History

Advisory Research’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,898
Closed -$978K – 226
2023
Q4 		$978K Buy
12,898
+4,357
+51% +$315K 0.15% 160
2023
Q3 		$637K Buy
+8,541
New +$573K 0.09% 247
2022
Q1 		– Sell
-23,179
Closed -$3.02M – 411
2021
Q4 		$3.02M Sell
23,179
-5,818
-20% -$835K 0.24% 77
2021
Q3 		$4.42M Sell
28,997
-355
-1% -$47.9K 0.28% 91
2021
Q2 		$3.74M Buy
29,352
+253
+0.9% +$25.8K 0.25% 99
2021
Q1 		$3.12M Sell
29,099
-1,763
-6% -$239K 0.22% 105
2020
Q4 		$3.85M Sell
30,862
-13,331
-30% -$1.52M 0.28% 87
2020
Q3 		$3.83M Sell
44,193
-11,649
-21% -$1.06M 0.37% 77
2020
Q2 		$4.2M Sell
55,842
-9,830
-15% -$570K 0.37% 76
2020
Q1 		$2.93M Sell
65,672
-18,359
-22% -$909K 0.2% 71
2019
Q4 		$3.56M Sell
84,031
-2,352
-3% -$104K 0.16% 83
2019
Q3 		$4.26M Sell
86,383
-38,322
-31% -$1.76M 0.21% 82
2019
Q2 		$5.96M Buy
124,705
+16,528
+15% +$576K 0.12% 121
2019
Q1 		$3.02M Buy
108,177
+20,651
+24% +$591K 0.06% 152
2018
Q4 		$2.3M Buy
87,526
+44,178
+102% +$1.23M 0.05% 176
2018
Q3 		$1.47M Buy
+43,348
New +$1.26M 0.02% 228

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's GSHD Position: Q1 2024 in Review

Advisory Research sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 12,898 shares — an estimated $978K sold.

Advisory Research first reported a position in GSHD in Q3 2018 and held it in 16 quarters. The position peaked at $5.96M in Q2 2019. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Advisory Research reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 12,898 Goosehead Insurance shares in Q1 2024, an estimated $978K.
  • Advisory Research first reported a position in Goosehead Insurance in Q3 2018 and held it in 16 quarters.
  • Advisory Research's Goosehead Insurance position peaked at $5.96M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.