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Contravisory Investment Management’s Goosehead Insurance GSHD Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-3,331
Closed -$222K – 368
2024
Q1 		$222K Buy
3,331
+133
+4% +$10.2K 0.05% 205
2023
Q4 		$242K Buy
3,198
+2,942
+1,149% +$213K 0.06% 190
2023
Q3 		$19.1K Buy
+256
New +$17.2K 0.01% 247

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contravisory Investment Management's GSHD Position: Q2 2024 in Review

Contravisory Investment Management sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 3,331 shares — an estimated $222K sold.

Contravisory Investment Management first reported a position in GSHD in Q3 2023 and held it in 3 quarters. The position peaked at $242K in Q4 2023. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Contravisory Investment Management reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 3,331 Goosehead Insurance shares in Q2 2024, an estimated $222K.
  • Contravisory Investment Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 3 quarters.
  • Contravisory Investment Management's Goosehead Insurance position peaked at $242K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.