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Credit Suisse’s Goosehead Insurance GSHD Stock Holding History

Credit Suisse’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
Q1 		$1.62M Sell
24,309
-827
-3% -$63.2K ﹤0.01% 1989
2023
Q4 		$1.91M Buy
25,136
+6,078
+32% +$439K ﹤0.01% 1915
2023
Q3 		$1.42M Sell
19,058
-955
-5% -$64.1K ﹤0.01% 2040
2023
Q2 		$1.26M Buy
20,013
+2,951
+17% +$170K ﹤0.01% 2226
2023
Q1 		$891K Buy
17,062
+1,644
+11% +$71.4K ﹤0.01% 2403
2022
Q4 		$529K Sell
15,418
-353
-2% -$13.2K ﹤0.01% 2744
2022
Q3 		$563K Sell
15,771
-85,407
-84% -$4.43M ﹤0.01% 2717
2022
Q2 		$4.62M Buy
101,178
+11,638
+13% +$635K ﹤0.01% 1331
2022
Q1 		$7.03M Sell
89,540
-12,739
-12% -$1.13M 0.01% 1233
2021
Q4 		$13.3M Buy
102,279
+42,172
+70% +$6.05M 0.01% 1305
2021
Q3 		$9.15M Buy
60,107
+48,770
+430% +$6.58M 0.01% 1586
2021
Q2 		$1.44M Buy
11,337
+848
+8% +$86.4K ﹤0.01% 3106
2021
Q1 		$1.13M Sell
10,489
-5,508
-34% -$745K ﹤0.01% 3248
2020
Q4 		$2M Buy
15,997
+6,598
+70% +$754K ﹤0.01% 2821
2020
Q3 		$813K Sell
9,399
-987
-10% -$89.9K ﹤0.01% 3083
2020
Q2 		$780K Buy
10,386
+3,134
+43% +$182K ﹤0.01% 3050
2020
Q1 		$324K Sell
7,252
-8,773
-55% -$434K ﹤0.01% 3382
2019
Q4 		$680K Sell
16,025
-1,248
-7% -$55.2K ﹤0.01% 3387
2019
Q3 		$852K Buy
17,273
+5,237
+44% +$241K ﹤0.01% 3119
2019
Q2 		$575K Buy
12,036
+4,660
+63% +$162K ﹤0.01% 3314
2019
Q1 		$206K Buy
+7,376
New +$211K ﹤0.01% 3752

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's GSHD Position: Q1 2024 in Review

Credit Suisse reduced its Goosehead Insurance (GSHD) stake by 3.3% in Q1 2024, selling an estimated $63.2K and leaving 24,309 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Credit Suisse first reported a position in GSHD in Q1 2019 and has held it in 21 quarters since. The position peaked at $13.3M in Q4 2021. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Credit Suisse held 24,309 shares of Goosehead Insurance worth $1.62M as of Q1 2024.
  • Credit Suisse sold 827 Goosehead Insurance shares in Q1 2024, an estimated $63.2K.
  • Goosehead Insurance made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1989 holding.
  • Credit Suisse first reported a position in Goosehead Insurance in Q1 2019 and has held it in 21 quarters since.
  • Credit Suisse's Goosehead Insurance position peaked at $13.3M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.