Federated Hermes
GSHD icon

Federated Hermes’s Goosehead Insurance GSHD Stock Holding History

Federated Hermes’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
-9,527
Closed -$722K – 2071
2023
Q4 		$722K Sell
9,527
-1,156
-11% -$83.5K ﹤0.01% 1242
2023
Q3 		$796K Buy
+10,683
New +$717K ﹤0.01% 1199
2021
Q1 		– Sell
-40,496
Closed -$5.05M – 2276
2020
Q4 		$5.05M Sell
40,496
-35,289
-47% -$4.03M 0.01% 806
2020
Q3 		$6.56M Buy
75,785
+56,858
+300% +$5.18M 0.02% 669
2020
Q2 		$1.42M Buy
+18,927
New +$1.1M ﹤0.01% 1106
2019
Q3 		– Sell
-95
Closed -$5K – 2243
2019
Q2 		$5K Sell
95
-364
-79% -$12.7K ﹤0.01% 1982
2019
Q1 		$13K Buy
+459
New +$13.1K ﹤0.01% 1831

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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's GSHD Position: Q1 2024 in Review

Federated Hermes sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 9,527 shares — an estimated $722K sold.

Federated Hermes first reported a position in GSHD in Q1 2019 and held it in 7 quarters. The position peaked at $6.56M in Q3 2020. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Federated Hermes reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Federated Hermes sold 9,527 Goosehead Insurance shares in Q1 2024, an estimated $722K.
  • Federated Hermes first reported a position in Goosehead Insurance in Q1 2019 and held it in 7 quarters.
  • Federated Hermes's Goosehead Insurance position peaked at $6.56M in Q3 2020.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Federated Hermes's 13F filing for Q1 2024, filed 14 May 2024.