EAM Global Investors’s Goosehead Insurance GSHD Stock Holding History

EAM Global Investors’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 Q4	–	Sell	-46,510	Closed	-$3.47M	–	125
2023 Q3	$3.47M	Buy	+46,510	New	+$3.12M	0.94%	67
2019 Q4	–	Sell	-38,018	Closed	-$1.88M	–	128
2019 Q3	$1.88M	Hold	38,018	–	–	0.91%	40
2019 Q2	$1.82M	Buy	+38,018	New	+$1.32M	0.77%	45
2018 Q4	–	Sell	-38,006	Closed	-$1.29M	–	140
2018 Q3	$1.29M	Sell	38,006 -7,488	-16%	-$217K	0.52%	108
2018 Q2	$1.14M	Buy	+45,494	New	+$879K	0.56%	109

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

EAM Global Investors's GSHD Position: Q4 2023 in Review

EAM Global Investors sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 46,510 shares — an estimated $3.47M sold.

EAM Global Investors first reported a position in GSHD in Q2 2018 and held it in 5 quarters. The position peaked at $3.47M in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

EAM Global Investors reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
EAM Global Investors sold 46,510 Goosehead Insurance shares in Q4 2023, an estimated $3.47M.
EAM Global Investors first reported a position in Goosehead Insurance in Q2 2018 and held it in 5 quarters.
EAM Global Investors's Goosehead Insurance position peaked at $3.47M in Q3 2023.
251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on EAM Global Investors's 13F filing for Q4 2023, filed 14 Feb 2024.