Bartlett & Co’s Goosehead Insurance GSHD Stock Holding History

Bartlett & Co’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	-97	Closed	-$4K	–	1203
2022 Q2	$4K	Buy	+97	New	+$5.29K	﹤0.01%	1053

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

Bartlett & Co's GSHD Position: Q3 2022 in Review

Bartlett & Co sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

Bartlett & Co first reported a position in GSHD in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

Bartlett & Co reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 97 Goosehead Insurance shares in Q3 2022, an estimated $4K.
Bartlett & Co first reported a position in Goosehead Insurance in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Goosehead Insurance position peaked at $4K in Q2 2022.
162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.