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Navellier & Associates’s Goosehead Insurance GSHD Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-29,106
Closed -$2.21M – 354
2023
Q4 		$2.21M Buy
+29,106
New +$2.1M 0.33% 86
2021
Q2 		– Sell
-5,948
Closed -$638K – 322
2021
Q1 		$638K Sell
5,948
-2,270
-28% -$307K 0.11% 153
2020
Q4 		$1.02M Buy
8,218
+730
+10% +$83.4K 0.19% 113
2020
Q3 		$648K Buy
+7,488
New +$682K 0.14% 122

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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 $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Navellier & Associates's GSHD Position: Q1 2024 in Review

Navellier & Associates sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 29,106 shares — an estimated $2.21M sold.

Navellier & Associates first reported a position in GSHD in Q3 2020 and held it in 4 quarters. The position peaked at $2.21M in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Navellier & Associates reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Navellier & Associates sold 29,106 Goosehead Insurance shares in Q1 2024, an estimated $2.21M.
  • Navellier & Associates first reported a position in Goosehead Insurance in Q3 2020 and held it in 4 quarters.
  • Navellier & Associates's Goosehead Insurance position peaked at $2.21M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Navellier & Associates's 13F filing for Q1 2024, filed 14 May 2024.