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Martingale Asset Management’s Goosehead Insurance GSHD Stock Holding History

Martingale Asset Management’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
Q3 		– Sell
-7,000
Closed -$527K – 1056
2020
Q2 		$527K Sell
7,000
-1,700
-20% -$98.5K 0.01% 869
2020
Q1 		$389K Buy
+8,700
New +$431K 0.01% 852

Other funds holding GSHD

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Martingale Asset Management's GSHD Position: Q3 2020 in Review

Martingale Asset Management sold out of Goosehead Insurance (GSHD) in Q3 2020, closing a stake of 7,000 shares — an estimated $527K sold.

Martingale Asset Management first reported a position in GSHD in Q1 2020 and held it in 2 quarters. The position peaked at $527K in Q2 2020. 165 funds tracked by Wall St. Rank hold GSHD as of Q3 2020.

  • Martingale Asset Management reported no remaining Goosehead Insurance position as of Q3 2020 after selling out during the quarter.
  • Martingale Asset Management sold 7,000 Goosehead Insurance shares in Q3 2020, an estimated $527K.
  • Martingale Asset Management first reported a position in Goosehead Insurance in Q1 2020 and held it in 2 quarters.
  • Martingale Asset Management's Goosehead Insurance position peaked at $527K in Q2 2020.
  • 165 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2020.

Based on Martingale Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.