Calamos Advisors
GSHD icon

Calamos Advisors’s Goosehead Insurance GSHD Stock Holding History

Calamos Advisors’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
2024
Q1 		– Sell
-13,879
Closed -$1.05M – 982
2023
Q4 		$1.05M Buy
+13,879
New +$1M 0.01% 662
2019
Q4 		– Sell
-60,187
Closed -$2.97M – 789
2019
Q3 		$2.97M Sell
60,187
-23,562
-28% -$1.08M 0.02% 584
2019
Q2 		$4M Buy
+83,749
New +$2.92M 0.02% 565

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calamos Advisors's GSHD Position: Q1 2024 in Review

Calamos Advisors sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 13,879 shares — an estimated $1.05M sold.

Calamos Advisors first reported a position in GSHD in Q2 2019 and held it in 3 quarters. The position peaked at $4M in Q2 2019. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Calamos Advisors reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Calamos Advisors sold 13,879 Goosehead Insurance shares in Q1 2024, an estimated $1.05M.
  • Calamos Advisors first reported a position in Goosehead Insurance in Q2 2019 and held it in 3 quarters.
  • Calamos Advisors's Goosehead Insurance position peaked at $4M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Calamos Advisors's 13F filing for Q1 2024, filed 8 May 2024.