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Avalon Investment & Advisory’s Goosehead Insurance GSHD Stock Holding History

Avalon Investment & Advisory’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
2019
Q4 		– Sell
-48,113
Closed -$2.37M – 331
2019
Q3 		$2.37M Sell
48,113
-594
-1% -$27.3K 0.05% 195
2019
Q2 		$2.33M Buy
+48,707
New +$1.7M 0.05% 202

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Avalon Investment & Advisory's GSHD Position: Q4 2019 in Review

Avalon Investment & Advisory sold out of Goosehead Insurance (GSHD) in Q4 2019, closing a stake of 48,113 shares — an estimated $2.37M sold.

Avalon Investment & Advisory first reported a position in GSHD in Q2 2019 and held it in 2 quarters. The position peaked at $2.37M in Q3 2019. 121 funds tracked by Wall St. Rank hold GSHD as of Q4 2019.

  • Avalon Investment & Advisory reported no remaining Goosehead Insurance position as of Q4 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 48,113 Goosehead Insurance shares in Q4 2019, an estimated $2.37M.
  • Avalon Investment & Advisory first reported a position in Goosehead Insurance in Q2 2019 and held it in 2 quarters.
  • Avalon Investment & Advisory's Goosehead Insurance position peaked at $2.37M in Q3 2019.
  • 121 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2019.

Based on Avalon Investment & Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.