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Disciplined Investments’s Goosehead Insurance GSHD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2
Closed -$126 – 692
2023
Q2 		$126 Hold
2
– – ﹤0.01% 1573
2023
Q1 		$104 Buy
2
+1
+100% +$43 ﹤0.01% 1571
2022
Q4 		$34 Buy
+1
New +$37 ﹤0.01% 1599
2022
Q3 		– Sell
-2
Closed – – 1365
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1398
2022
Q1 		$0 Buy
+2
New +$178 ﹤0.01% 1442

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's GSHD Position: Q3 2023 in Review

Disciplined Investments sold out of Goosehead Insurance (GSHD) in Q3 2023, closing a stake of 2 shares — an estimated $126 sold.

Disciplined Investments first reported a position in GSHD in Q1 2022 and held it in 5 quarters. The position peaked at $126 in Q2 2023. 233 funds tracked by Wall St. Rank hold GSHD as of Q3 2023.

  • Disciplined Investments reported no remaining Goosehead Insurance position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Goosehead Insurance shares in Q3 2023, an estimated $126.
  • Disciplined Investments first reported a position in Goosehead Insurance in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Goosehead Insurance position peaked at $126 in Q2 2023.
  • 233 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.