Mitsubishi UFJ Asset Management
GSHD icon

Mitsubishi UFJ Asset Management’s Goosehead Insurance GSHD Stock Holding History

Mitsubishi UFJ 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
2023
Q3 		– Sell
-40,700
Closed -$2.56M – 1546
2023
Q2 		$2.56M Hold
40,700
– – 0.01% 711
2023
Q1 		$2.12M Hold
40,700
– – 0.01% 720
2022
Q4 		$1.43M Hold
40,700
– – ﹤0.01% 761
2022
Q3 		$1.45M Sell
40,700
-32,600
-44% -$1.69M ﹤0.01% 742
2022
Q2 		$3.35M Hold
73,300
– – 0.01% 607
2022
Q1 		$5.76M Buy
73,300
+8,500
+13% +$754K 0.02% 546
2021
Q4 		$8.44M Sell
64,800
-35,700
-36% -$5.12M 0.03% 482
2021
Q3 		$15.3M Sell
100,500
-6,700
-6% -$904K 0.08% 279
2021
Q2 		$13.6M Buy
107,200
+43,600
+69% +$4.44M 0.07% 297
2021
Q1 		$6.82M Buy
63,600
+23,000
+57% +$3.11M 0.04% 420
2020
Q4 		$5.07M Buy
+40,600
New +$4.64M 0.04% 436

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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Asset Management's GSHD Position: Q3 2023 in Review

Mitsubishi UFJ Asset Management sold out of Goosehead Insurance (GSHD) in Q3 2023, closing a stake of 40,700 shares — an estimated $2.56M sold.

Mitsubishi UFJ Asset Management first reported a position in GSHD in Q4 2020 and held it in 11 quarters. The position peaked at $15.3M in Q3 2021. 233 funds tracked by Wall St. Rank hold GSHD as of Q3 2023.

  • Mitsubishi UFJ Asset Management reported no remaining Goosehead Insurance position as of Q3 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 40,700 Goosehead Insurance shares in Q3 2023, an estimated $2.56M.
  • Mitsubishi UFJ Asset Management first reported a position in Goosehead Insurance in Q4 2020 and held it in 11 quarters.
  • Mitsubishi UFJ Asset Management's Goosehead Insurance position peaked at $15.3M in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.