Marshall Wace North America’s Goosehead Insurance GSHD Stock Holding History

Marshall Wace North America’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
2020 Q4	–	Sell	-12,100	Closed	-$1.05M	–	1407
2020 Q3	$1.05M	Buy	+12,100	New	+$1.1M	0.01%	791
2019 Q2	–	Sell	-286	Closed	-$8K	–	1317
2019 Q1	$8K	Sell	286 -2,389	-89%	-$68.4K	﹤0.01%	1465
2018 Q4	$70K	Buy	+2,675	New	+$74.5K	﹤0.01%	1157
2018 Q3	–	Sell	-53,146	Closed	-$1.33M	–	1086
2018 Q2	$1.33M	Buy	+53,146	New	+$1.03M	0.01%	871

Other funds holding GSHD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Marshall Wace North America's GSHD Position: Q4 2020 in Review

Marshall Wace North America sold out of Goosehead Insurance (GSHD) in Q4 2020, closing a stake of 12,100 shares — an estimated $1.05M sold.

Marshall Wace North America first reported a position in GSHD in Q2 2018 and held it in 4 quarters. The position peaked at $1.33M in Q2 2018. 177 funds tracked by Wall St. Rank hold GSHD as of Q4 2020.

Marshall Wace North America reported no remaining Goosehead Insurance position as of Q4 2020 after selling out during the quarter.
Marshall Wace North America sold 12,100 Goosehead Insurance shares in Q4 2020, an estimated $1.05M.
Marshall Wace North America first reported a position in Goosehead Insurance in Q2 2018 and held it in 4 quarters.
Marshall Wace North America's Goosehead Insurance position peaked at $1.33M in Q2 2018.
177 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.