Mercer Global Advisors
GSHD icon

Mercer Global Advisors’s Goosehead Insurance GSHD Stock Holding History

Mercer Global Advisors’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
2021
Q4 		– Sell
-1,367
Closed -$208K – 1821
2021
Q3 		$208K Buy
+1,367
New +$184K ﹤0.01% 1602

Other funds holding GSHD

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors's GSHD Position: Q4 2021 in Review

Mercer Global Advisors sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 1,367 shares — an estimated $208K sold.

Mercer Global Advisors first reported a position in GSHD in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • Mercer Global Advisors reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 1,367 Goosehead Insurance shares in Q4 2021, an estimated $208K.
  • Mercer Global Advisors first reported a position in Goosehead Insurance in Q3 2021 and held it in 1 quarter.
  • Mercer Global Advisors's Goosehead Insurance position peaked at $208K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.