Jupiter Asset Management’s Goosehead Insurance GSHD Stock Holding History

Jupiter Asset 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
2022 Q1	–	Sell	-11,418	Closed	-$1.47M	–	557
2021 Q4	$1.47M	Buy	11,418 +818	+8%	+$117K	0.02%	390
2021 Q3	$1.61M	Buy	+10,600	New	+$1.43M	0.02%	369
2020 Q4	–	Sell	-11,489	Closed	-$995K	–	615
2020 Q3	$995K	Buy	11,489 +1,254	+12%	+$114K	0.01%	461
2020 Q2	$767K	Sell	10,235 -12,498	-55%	-$724K	0.03%	236
2020 Q1	$1M	Buy	+22,733	New	+$1.13M	0.04%	181

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jupiter Asset Management's GSHD Position: Q1 2022 in Review

Jupiter Asset Management sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 11,418 shares — an estimated $1.47M sold.

Jupiter Asset Management first reported a position in GSHD in Q1 2020 and held it in 5 quarters. The position peaked at $1.61M in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

Jupiter Asset Management reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
Jupiter Asset Management sold 11,418 Goosehead Insurance shares in Q1 2022, an estimated $1.47M.
Jupiter Asset Management first reported a position in Goosehead Insurance in Q1 2020 and held it in 5 quarters.
Jupiter Asset Management's Goosehead Insurance position peaked at $1.61M in Q3 2021.
180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Jupiter Asset Management's 13F filing for Q1 2022, filed 11 May 2022.