Loomis, Sayles & Company
GSHD icon

Loomis, Sayles & Company’s Goosehead Insurance GSHD Stock Holding History

Loomis, Sayles & Company’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
-625,307
Closed -$41.7M – 731
2024
Q1 		$41.7M Buy
625,307
+25,390
+4% +$1.94M 0.06% 153
2023
Q4 		$45.5M Buy
599,917
+283,078
+89% +$20.5M 0.07% 134
2023
Q3 		$23.6M Buy
+316,839
New +$21.3M 0.04% 225
2021
Q2 		– Sell
-621,337
Closed -$66.6M – 867
2021
Q1 		$66.6M Sell
621,337
-70,568
-10% -$9.55M 0.09% 99
2020
Q4 		$86.3M Sell
691,905
-4,268
-0.6% -$488K 0.11% 77
2020
Q3 		$60.3M Sell
696,173
-78,984
-10% -$7.2M 0.09% 89
2020
Q2 		$58.3M Buy
775,157
+67,220
+9% +$3.89M 0.09% 84
2020
Q1 		$31.6M Sell
707,937
-228,399
-24% -$11.3M 0.07% 109
2019
Q4 		$39.7M Sell
936,336
-3,010
-0.3% -$133K 0.07% 113
2019
Q3 		$46.4M Buy
939,346
+106,538
+13% +$4.9M 0.09% 93
2019
Q2 		$39.8M Buy
832,808
+116,776
+16% +$4.07M 0.07% 115
2019
Q1 		$20M Buy
716,032
+89,243
+14% +$2.56M 0.04% 203
2018
Q4 		$16.5M Buy
+626,789
New +$17.5M 0.04% 201

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's GSHD Position: Q2 2024 in Review

Loomis, Sayles & Company sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 625,307 shares — an estimated $41.7M sold.

Loomis, Sayles & Company first reported a position in GSHD in Q4 2018 and held it in 13 quarters. The position peaked at $86.3M in Q4 2020. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Loomis, Sayles & Company reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 625,307 Goosehead Insurance shares in Q2 2024, an estimated $41.7M.
  • Loomis, Sayles & Company first reported a position in Goosehead Insurance in Q4 2018 and held it in 13 quarters.
  • Loomis, Sayles & Company's Goosehead Insurance position peaked at $86.3M in Q4 2020.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Loomis, Sayles & Company's 13F filing for Q2 2024, filed 13 Aug 2024.