GCM
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Graham Capital Management’s Goosehead Insurance GSHD Stock Holding History

Graham 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
Q2 		– Sell
-7,506
Closed -$500K – 1159
2024
Q1 		$500K Buy
7,506
+4,172
+125% +$319K 0.01% 631
2023
Q4 		$253K Buy
+3,334
New +$241K 0.01% 775
2022
Q4 		– Sell
-35,181
Closed -$1.25M – 1145
2022
Q3 		$1.25M Buy
+35,181
New +$1.83M 0.05% 390
2022
Q2 		– Sell
-5,813
Closed -$456K – 1107
2022
Q1 		$456K Buy
+5,813
New +$516K 0.02% 585

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Vanguard Group
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WA
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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
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
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return