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ETrade Capital Management’s Goosehead Insurance GSHD Stock Holding History

ETrade Capital 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
2020
Q3 		$731K Buy
8,444
+638
+8% +$58.1K 0.01% 459
2020
Q2 		$587K Buy
+7,806
New +$452K 0.01% 500
2018
Q4 		– Sell
-8,016
Closed -$272K – 764
2018
Q3 		$272K Buy
+8,016
New +$232K 0.01% 715

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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

ETrade Capital Management's GSHD Position: Q3 2020 in Review

ETrade Capital Management increased its Goosehead Insurance (GSHD) stake by 8.2% in Q3 2020, buying an estimated $58.1K and bringing the position to 8,444 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #459.

ETrade Capital Management first reported a position in GSHD in Q3 2018 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold GSHD as of Q3 2020.

  • ETrade Capital Management held 8,444 shares of Goosehead Insurance worth $731K as of Q3 2020.
  • ETrade Capital Management bought 638 Goosehead Insurance shares in Q3 2020, an estimated $58.1K.
  • Goosehead Insurance made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #459 holding.
  • ETrade Capital Management first reported a position in Goosehead Insurance in Q3 2018 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.