EI
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Ellevest Inc’s Goosehead Insurance GSHD Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-145
Closed -$7.57K – 871
2023
Q1 		$7.57K Buy
145
+6
+4% +$260 ﹤0.01% 1107
2022
Q4 		$4.77K Buy
139
+73
+111% +$2.73K ﹤0.01% 1192
2022
Q3 		$2K Buy
+66
New +$3.43K ﹤0.01% 1338

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

Ellevest Inc's GSHD Position: Q2 2023 in Review

Ellevest Inc sold out of Goosehead Insurance (GSHD) in Q2 2023, closing a stake of 145 shares — an estimated $7.57K sold.

Ellevest Inc first reported a position in GSHD in Q3 2022 and held it in 3 quarters. The position peaked at $7.57K in Q1 2023. 183 funds tracked by Wall St. Rank hold GSHD as of Q2 2023.

  • Ellevest Inc reported no remaining Goosehead Insurance position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 145 Goosehead Insurance shares in Q2 2023, an estimated $7.57K.
  • Ellevest Inc first reported a position in Goosehead Insurance in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Goosehead Insurance position peaked at $7.57K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.