CI Investments Inc
GSHD icon

CI Investments Inc’s Goosehead Insurance GSHD Stock Holding History

CI Investments Inc’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
Q1 		– Sell
-156,748
Closed -$20.4M – 1354
2021
Q4 		$20.4M Sell
156,748
-18,350
-10% -$2.63M 0.07% 220
2021
Q3 		$26.7M Sell
175,098
-1,000
-0.6% -$135K 0.1% 190
2021
Q2 		$22.4M Buy
+176,098
New +$17.9M 0.08% 209

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CI Investments Inc's GSHD Position: Q1 2022 in Review

CI Investments Inc sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 156,748 shares — an estimated $20.4M sold.

CI Investments Inc first reported a position in GSHD in Q2 2021 and held it in 3 quarters. The position peaked at $26.7M in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • CI Investments Inc reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • CI Investments Inc sold 156,748 Goosehead Insurance shares in Q1 2022, an estimated $20.4M.
  • CI Investments Inc first reported a position in Goosehead Insurance in Q2 2021 and held it in 3 quarters.
  • CI Investments Inc's Goosehead Insurance position peaked at $26.7M in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on CI Investments Inc's 13F filing for Q1 2022, filed 12 May 2022.