HFM
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Harvest Fund Management’s Goosehead Insurance GSHD Stock Holding History

Harvest Fund 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
-25
Closed -$2K – 672
2024
Q1 		$2K Sell
25
-475
-95% -$36.3K ﹤0.01% 627
2023
Q4 		$39K Hold
500
– – 0.01% 448
2023
Q3 		$37K Buy
+500
New +$33.5K 0.01% 438

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
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

Harvest Fund Management's GSHD Position: Q2 2024 in Review

Harvest Fund Management sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 25 shares — an estimated $2K sold.

Harvest Fund Management first reported a position in GSHD in Q3 2023 and held it in 3 quarters. The position peaked at $39K in Q4 2023. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Harvest Fund Management reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 25 Goosehead Insurance shares in Q2 2024, an estimated $2K.
  • Harvest Fund Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 3 quarters.
  • Harvest Fund Management's Goosehead Insurance position peaked at $39K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.