EAM Investors’s Goosehead Insurance GSHD Stock Holding History

EAM 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	-35,558	Closed	-$2.65M	–	296
2023 Q3	$2.65M	Buy	+35,558	New	+$2.39M	0.51%	55
2021 Q1	–	Sell	-11,352	Closed	-$1.42M	–	384
2020 Q4	$1.42M	Sell	11,352 -1,656	-13%	-$189K	0.23%	206
2020 Q3	$1.13M	Sell	13,008 -14,689	-53%	-$1.34M	0.27%	176
2020 Q2	$2.08M	Sell	27,697 -2,893	-9%	-$168K	0.46%	75
2020 Q1	$1.36M	Buy	+30,590	New	+$1.51M	0.42%	109
2019 Q4	–	Sell	-66,194	Closed	-$3.27M	–	272
2019 Q3	$3.27M	Sell	66,194 -557	-0.8%	-$25.6K	0.86%	10
2019 Q2	$3.19M	Buy	+66,751	New	+$2.32M	0.78%	21
2018 Q4	–	Sell	-30,147	Closed	-$1.02M	–	274
2018 Q3	$1.02M	Sell	30,147 -5,464	-15%	-$158K	0.15%	225
2018 Q2	$889K	Buy	+35,611	New	+$688K	0.14%	217

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 Investors's GSHD Position: Q4 2023 in Review

EAM Investors sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 35,558 shares — an estimated $2.65M sold.

EAM Investors first reported a position in GSHD in Q2 2018 and held it in 9 quarters. The position peaked at $3.27M in Q3 2019. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

EAM Investors reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
EAM Investors sold 35,558 Goosehead Insurance shares in Q4 2023, an estimated $2.65M.
EAM Investors first reported a position in Goosehead Insurance in Q2 2018 and held it in 9 quarters.
EAM Investors's Goosehead Insurance position peaked at $3.27M in Q3 2019.
251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

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