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CenterBook Partners’s Goosehead Insurance GSHD Stock Holding History

CenterBook Partners’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
Q4 		– Sell
-5,145
Closed -$383K – 429
2023
Q3 		$383K Buy
+5,145
New +$345K 0.05% 359

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WA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CenterBook Partners's GSHD Position: Q4 2023 in Review

CenterBook Partners sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 5,145 shares — an estimated $383K sold.

CenterBook Partners first reported a position in GSHD in Q3 2023 and held it in 1 quarter. The position peaked at $383K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • CenterBook Partners reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • CenterBook Partners sold 5,145 Goosehead Insurance shares in Q4 2023, an estimated $383K.
  • CenterBook Partners first reported a position in Goosehead Insurance in Q3 2023 and held it in 1 quarter.
  • CenterBook Partners's Goosehead Insurance position peaked at $383K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on CenterBook Partners's 13F filing for Q4 2023, filed 13 Feb 2024.