LM Advisors’s Goosehead Insurance GSHD Stock Holding History

LM 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	-189	Closed	-$14.3K	–	415
2023 Q4	$14.3K	Buy	+189	New	+$13.7K	﹤0.01%	490

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 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 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's GSHD Position: Q1 2024 in Review

LM Advisors sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 189 shares — an estimated $14.3K sold.

LM Advisors first reported a position in GSHD in Q4 2023 and held it in 1 quarter. The position peaked at $14.3K in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

LM Advisors reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 189 Goosehead Insurance shares in Q1 2024, an estimated $14.3K.
LM Advisors first reported a position in Goosehead Insurance in Q4 2023 and held it in 1 quarter.
LM Advisors's Goosehead Insurance position peaked at $14.3K in Q4 2023.
234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.