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EFG Asset Management’s Goosehead Insurance GSHD Stock Holding History

EFG Asset 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
Q1 		– Sell
-17,838
Closed -$1.35M – 191
2023
Q4 		$1.35M Buy
17,838
+5,319
+42% +$384K 0.26% 148
2023
Q3 		$933K Buy
+12,519
New +$840K 0.22% 147

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 $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EFG Asset Management's GSHD Position: Q1 2024 in Review

EFG Asset Management sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 17,838 shares — an estimated $1.35M sold.

EFG Asset Management first reported a position in GSHD in Q3 2023 and held it in 2 quarters. The position peaked at $1.35M in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • EFG Asset Management reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • EFG Asset Management sold 17,838 Goosehead Insurance shares in Q1 2024, an estimated $1.35M.
  • EFG Asset Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 2 quarters.
  • EFG Asset Management's Goosehead Insurance position peaked at $1.35M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on EFG Asset Management's 13F filing for Q1 2024, filed 13 May 2024.