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Bogle Investment Management’s Goosehead Insurance GSHD Stock Holding History

Bogle 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
2020
Q4 		– Sell
-19,945
Closed -$1.73M – 196
2020
Q3 		$1.73M Sell
19,945
-2,713
-12% -$247K 0.51% 91
2020
Q2 		$1.7M Buy
+22,658
New +$1.31M 0.28% 148
2018
Q4 		– Sell
-6,465
Closed -$219K – 366
2018
Q3 		$219K Buy
+6,465
New +$187K 0.02% 256

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Bogle Investment Management's GSHD Position: Q4 2020 in Review

Bogle Investment Management sold out of Goosehead Insurance (GSHD) in Q4 2020, closing a stake of 19,945 shares — an estimated $1.73M sold.

Bogle Investment Management first reported a position in GSHD in Q3 2018 and held it in 3 quarters. The position peaked at $1.73M in Q3 2020. 177 funds tracked by Wall St. Rank hold GSHD as of Q4 2020.

  • Bogle Investment Management reported no remaining Goosehead Insurance position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 19,945 Goosehead Insurance shares in Q4 2020, an estimated $1.73M.
  • Bogle Investment Management first reported a position in Goosehead Insurance in Q3 2018 and held it in 3 quarters.
  • Bogle Investment Management's Goosehead Insurance position peaked at $1.73M in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.