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Everence Capital Management’s Goosehead Insurance GSHD Stock Holding History

Everence 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
2024
Q4 		– Sell
-3,070
Closed -$274K – 911
2024
Q3 		$274K Buy
+3,070
New +$243K 0.02% 628
2024
Q2 		– Sell
-3,070
Closed -$205 – 744
2024
Q1 		$205 Hold
3,070
– – 0.01% 707
2023
Q4 		$233K Hold
3,070
– – 0.02% 657
2023
Q3 		$229 Buy
+3,070
New +$206K 0.02% 617

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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 $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everence Capital Management's GSHD Position: Q4 2024 in Review

Everence Capital Management sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 3,070 shares — an estimated $274K sold.

Everence Capital Management first reported a position in GSHD in Q3 2023 and held it in 4 quarters. The position peaked at $274K in Q3 2024. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Everence Capital Management reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 3,070 Goosehead Insurance shares in Q4 2024, an estimated $274K.
  • Everence Capital Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 4 quarters.
  • Everence Capital Management's Goosehead Insurance position peaked at $274K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.