Lord, Abbett & Co
GSHD icon

Lord, Abbett & Co’s Goosehead Insurance GSHD Stock Holding History

Lord, Abbett & Co’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
2023
Q4 		– Sell
-63,985
Closed -$4.77M – 547
2023
Q3 		$4.77M Buy
+63,985
New +$4.29M 0.02% 472
2022
Q3 		– Sell
-152,474
Closed -$6.96M – 585
2022
Q2 		$6.96M Buy
152,474
+73,182
+92% +$3.99M 0.02% 454
2022
Q1 		$6.23M Sell
79,292
-188,024
-70% -$16.7M 0.02% 532
2021
Q4 		$34.8M Buy
267,316
+8,389
+3% +$1.2M 0.08% 320
2021
Q3 		$39.4M Buy
258,927
+167,332
+183% +$22.6M 0.09% 311
2021
Q2 		$11.7M Sell
91,595
-393,336
-81% -$40.1M 0.03% 506
2021
Q1 		$52M Sell
484,931
-167,809
-26% -$22.7M 0.13% 245
2020
Q4 		$81.4M Sell
652,740
-29,207
-4% -$3.34M 0.22% 142
2020
Q3 		$59M Sell
681,947
-141,166
-17% -$12.9M 0.19% 167
2020
Q2 		$61.9M Buy
823,113
+195,797
+31% +$11.3M 0.22% 138
2020
Q1 		$28M Sell
627,316
-204,822
-25% -$10.1M 0.12% 261
2019
Q4 		$35.3M Sell
832,138
-264,669
-24% -$11.7M 0.12% 273
2019
Q3 		$54.1M Buy
1,096,807
+317,580
+41% +$14.6M 0.18% 171
2019
Q2 		$37.2M Buy
779,227
+338,269
+77% +$11.8M 0.12% 289
2019
Q1 		$12.3M Sell
440,958
-108,602
-20% -$3.11M 0.04% 522
2018
Q4 		$14.4M Sell
549,560
-200,655
-27% -$5.59M 0.05% 453
2018
Q3 		$25.4M Sell
750,215
-276,646
-27% -$8.02M 0.07% 424
2018
Q2 		$25.6M Buy
+1,026,861
New +$19.8M 0.07% 412

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Lord, Abbett & Co's GSHD Position: Q4 2023 in Review

Lord, Abbett & Co sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 63,985 shares — an estimated $4.77M sold.

Lord, Abbett & Co first reported a position in GSHD in Q2 2018 and held it in 18 quarters. The position peaked at $81.4M in Q4 2020. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • Lord, Abbett & Co reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 63,985 Goosehead Insurance shares in Q4 2023, an estimated $4.77M.
  • Lord, Abbett & Co first reported a position in Goosehead Insurance in Q2 2018 and held it in 18 quarters.
  • Lord, Abbett & Co's Goosehead Insurance position peaked at $81.4M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on Lord, Abbett & Co's 13F filing for Q4 2023, filed 12 Feb 2024.