MFG
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Mendota Financial Group’s Goosehead Insurance GSHD Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-2
Closed -$179 – 712
2024
Q3 		$179 Buy
+2
New +$158 ﹤0.01% 668

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Capital World Investors
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T. Rowe Price Investment Management
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State Street
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DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's GSHD Position: Q4 2024 in Review

Mendota Financial Group sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 2 shares — an estimated $179 sold.

Mendota Financial Group first reported a position in GSHD in Q3 2024 and held it in 1 quarter. The position peaked at $179 in Q3 2024. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Mendota Financial Group reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Goosehead Insurance shares in Q4 2024, an estimated $179.
  • Mendota Financial Group first reported a position in Goosehead Insurance in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Goosehead Insurance position peaked at $179 in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.