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Blueshift Asset Management’s Goosehead Insurance GSHD Stock Holding History

Blueshift Asset 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
2023
Q1 		– Sell
-6,777
Closed -$233K – 382
2022
Q4 		$233K Buy
+6,777
New +$254K 0.11% 273
2021
Q2 		– Sell
-2,182
Closed -$234K – 1009
2021
Q1 		$234K Buy
+2,182
New +$295K 0.02% 729
2020
Q4 		– Sell
-2,689
Closed -$233K – 762
2020
Q3 		$233K Buy
+2,689
New +$245K 0.03% 515

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blueshift Asset Management's GSHD Position: Q1 2023 in Review

Blueshift Asset Management sold out of Goosehead Insurance (GSHD) in Q1 2023, closing a stake of 6,777 shares — an estimated $233K sold.

Blueshift Asset Management first reported a position in GSHD in Q3 2020 and held it in 3 quarters. The position peaked at $234K in Q1 2021. 176 funds tracked by Wall St. Rank hold GSHD as of Q1 2023.

  • Blueshift Asset Management reported no remaining Goosehead Insurance position as of Q1 2023 after selling out during the quarter.
  • Blueshift Asset Management sold 6,777 Goosehead Insurance shares in Q1 2023, an estimated $233K.
  • Blueshift Asset Management first reported a position in Goosehead Insurance in Q3 2020 and held it in 3 quarters.
  • Blueshift Asset Management's Goosehead Insurance position peaked at $234K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2023.

Based on Blueshift Asset Management's 13F filing for Q1 2023, filed 12 May 2023.