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FORA Capital’s Goosehead Insurance GSHD Stock Holding History

FORA Capital’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
Q4 		– Sell
-5,573
Closed -$415K – 513
2023
Q3 		$415K Buy
+5,573
New +$374K 0.04% 360
2021
Q2 		– Sell
-370
Closed -$40K – 984
2021
Q1 		$40K Sell
370
-356
-49% -$48.2K 0.01% 582
2020
Q4 		$91K Buy
+726
New +$83K 0.01% 691

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

FORA Capital's GSHD Position: Q4 2023 in Review

FORA Capital sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 5,573 shares — an estimated $415K sold.

FORA Capital first reported a position in GSHD in Q4 2020 and held it in 3 quarters. The position peaked at $415K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • FORA Capital reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • FORA Capital sold 5,573 Goosehead Insurance shares in Q4 2023, an estimated $415K.
  • FORA Capital first reported a position in Goosehead Insurance in Q4 2020 and held it in 3 quarters.
  • FORA Capital's Goosehead Insurance position peaked at $415K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.