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Jackson Creek Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

Jackson Creek Investment 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
Q1 		– Sell
-13,072
Closed -$991K – 329
2023
Q4 		$991K Buy
+13,072
New +$944K 0.38% 120

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

Jackson Creek Investment Advisors's GSHD Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 13,072 shares — an estimated $991K sold.

Jackson Creek Investment Advisors first reported a position in GSHD in Q4 2023 and held it in 1 quarter. The position peaked at $991K in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 13,072 Goosehead Insurance shares in Q1 2024, an estimated $991K.
  • Jackson Creek Investment Advisors first reported a position in Goosehead Insurance in Q4 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Goosehead Insurance position peaked at $991K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.