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Harbour Capital Advisors’s Goosehead Insurance GSHD Stock Holding History

Harbour Capital Advisors’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
Q3 		– Sell
-9,130
Closed -$509K – 292
2024
Q2 		$509K Buy
9,130
+1,225
+15% +$73.5K 0.12% 166
2024
Q1 		$524K Sell
7,905
-125
-2% -$9.55K 0.13% 169
2023
Q4 		$561K Buy
8,030
+1,375
+21% +$99.3K 0.15% 143
2023
Q3 		$496K Hold
6,655
– – 0.15% 144
2023
Q2 		$414K Buy
6,655
+1,780
+37% +$102K 0.12% 156
2023
Q1 		$254K Buy
+4,875
New +$212K 0.08% 218

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Harbour Capital Advisors's GSHD Position: Q3 2024 in Review

Harbour Capital Advisors sold out of Goosehead Insurance (GSHD) in Q3 2024, closing a stake of 9,130 shares — an estimated $509K sold.

Harbour Capital Advisors first reported a position in GSHD in Q1 2023 and held it in 6 quarters. The position peaked at $561K in Q4 2023. 230 funds tracked by Wall St. Rank hold GSHD as of Q3 2024.

  • Harbour Capital Advisors reported no remaining Goosehead Insurance position as of Q3 2024 after selling out during the quarter.
  • Harbour Capital Advisors sold 9,130 Goosehead Insurance shares in Q3 2024, an estimated $509K.
  • Harbour Capital Advisors first reported a position in Goosehead Insurance in Q1 2023 and held it in 6 quarters.
  • Harbour Capital Advisors's Goosehead Insurance position peaked at $561K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2024.

Based on Harbour Capital Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.