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Chicago Trust’s Goosehead Insurance GSHD Stock Holding History

Chicago Trust’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
2021
Q4 		– Sell
-1,415
Closed -$215K – 345
2021
Q3 		$215K Buy
+1,415
New +$191K 0.05% 307

Other funds holding GSHD

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chicago Trust's GSHD Position: Q4 2021 in Review

Chicago Trust sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 1,415 shares — an estimated $215K sold.

Chicago Trust first reported a position in GSHD in Q3 2021 and held it in 1 quarter. The position peaked at $215K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • Chicago Trust reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
  • Chicago Trust sold 1,415 Goosehead Insurance shares in Q4 2021, an estimated $215K.
  • Chicago Trust first reported a position in Goosehead Insurance in Q3 2021 and held it in 1 quarter.
  • Chicago Trust's Goosehead Insurance position peaked at $215K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Chicago Trust's 13F filing for Q4 2021, filed 18 Jan 2022.