Capital Research Global Investors
GSHD icon

Capital Research Global Investors’s Goosehead Insurance GSHD Stock Holding History

Capital Research Global Investors’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
Q2 		– Sell
-306,471
Closed -$24.1M – 437
2022
Q1 		$24.1M Hold
306,471
– – 0.01% 401
2021
Q4 		$39.9M Buy
306,471
+190,902
+165% +$27.4M 0.01% 384
2021
Q3 		$17.6M Buy
+115,569
New +$15.6M ﹤0.01% 416

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors's GSHD Position: Q2 2022 in Review

Capital Research Global Investors sold out of Goosehead Insurance (GSHD) in Q2 2022, closing a stake of 306,471 shares — an estimated $24.1M sold.

Capital Research Global Investors first reported a position in GSHD in Q3 2021 and held it in 3 quarters. The position peaked at $39.9M in Q4 2021. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

  • Capital Research Global Investors reported no remaining Goosehead Insurance position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 306,471 Goosehead Insurance shares in Q2 2022, an estimated $24.1M.
  • Capital Research Global Investors first reported a position in Goosehead Insurance in Q3 2021 and held it in 3 quarters.
  • Capital Research Global Investors's Goosehead Insurance position peaked at $39.9M in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.