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Liontrust Investment Partners’s Goosehead Insurance GSHD Stock Holding History

Liontrust Investment Partners’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
-4,000
Closed -$520K – 206
2021
Q4 		$520K Sell
4,000
-1,500
-27% -$215K 0.01% 201
2021
Q3 		$838K Buy
+5,500
New +$742K 0.01% 187

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BlackRock
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DCP
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
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Capital World Investors
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Liontrust Investment Partners's GSHD Position: Q1 2022 in Review

Liontrust Investment Partners sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 4,000 shares — an estimated $520K sold.

Liontrust Investment Partners first reported a position in GSHD in Q3 2021 and held it in 2 quarters. The position peaked at $838K in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • Liontrust Investment Partners reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • Liontrust Investment Partners sold 4,000 Goosehead Insurance shares in Q1 2022, an estimated $520K.
  • Liontrust Investment Partners first reported a position in Goosehead Insurance in Q3 2021 and held it in 2 quarters.
  • Liontrust Investment Partners's Goosehead Insurance position peaked at $838K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Liontrust Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.