Artemis Investment Management’s Goosehead Insurance GSHD Stock Holding History

Artemis Investment Management’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
2022 Q3	–	Sell	-314,120	Closed	-$14.4M	–	251
2022 Q2	$14.4M	Sell	314,120 -19,099	-6%	-$1.04M	0.15%	139
2022 Q1	$26.1M	Sell	333,219 -120,738	-27%	-$10.7M	0.21%	128
2021 Q4	$58.9M	Sell	453,957 -14,259	-3%	-$2.05M	0.43%	73
2021 Q3	$71.2M	Buy	468,216 +217,741	+87%	+$29.4M	0.56%	51
2021 Q2	$31.9M	Buy	250,475 +10,136	+4%	+$1.03M	0.28%	115
2021 Q1	$25.8M	Buy	240,339 +154,652	+180%	+$20.9M	0.24%	126
2020 Q4	$10.7M	Buy	85,687 +3,277	+4%	+$375K	0.11%	195
2020 Q3	$7.14M	Buy	+82,410	New	+$7.51M	0.09%	194

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artemis Investment Management's GSHD Position: Q3 2022 in Review

Artemis Investment Management sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 314,120 shares — an estimated $14.4M sold.

Artemis Investment Management first reported a position in GSHD in Q3 2020 and held it in 8 quarters. The position peaked at $71.2M in Q3 2021. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

Artemis Investment Management reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
Artemis Investment Management sold 314,120 Goosehead Insurance shares in Q3 2022, an estimated $14.4M.
Artemis Investment Management first reported a position in Goosehead Insurance in Q3 2020 and held it in 8 quarters.
Artemis Investment Management's Goosehead Insurance position peaked at $71.2M in Q3 2021.
162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Artemis Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.