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Emerald Mutual Fund Advisers Trust’s Goosehead Insurance GSHD Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2022
Q3 		– Sell
-3,128
Closed -$143K – 219
2022
Q2 		$143K Buy
+3,128
New +$171K 0.01% 185
2018
Q4 		– Sell
-212,221
Closed -$7.19M – 222
2018
Q3 		$7.19M Hold
212,221
– – 0.24% 141
2018
Q2 		$5.3M Buy
+212,221
New +$4.1M 0.19% 161

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's GSHD Position: Q3 2022 in Review

Emerald Mutual Fund Advisers Trust sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 3,128 shares — an estimated $143K sold.

Emerald Mutual Fund Advisers Trust first reported a position in GSHD in Q2 2018 and held it in 3 quarters. The position peaked at $7.19M in Q3 2018. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • Emerald Mutual Fund Advisers Trust reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 3,128 Goosehead Insurance shares in Q3 2022, an estimated $143K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Goosehead Insurance in Q2 2018 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's Goosehead Insurance position peaked at $7.19M in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2022, filed 25 Oct 2022.