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Occudo Quantitative Strategies’s Goosehead Insurance GSHD Stock Holding History

Occudo Quantitative Strategies’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
2025
Q1 		– Sell
-2,379
Closed -$255K – 755
2024
Q4 		$255K Buy
+2,379
New +$260K 0.05% 503
2022
Q3 		– Sell
-8,245
Closed -$377K – 1282
2022
Q2 		$377K Buy
+8,245
New +$450K 0.03% 716

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Occudo Quantitative Strategies's GSHD Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 2,379 shares — an estimated $255K sold.

Occudo Quantitative Strategies first reported a position in GSHD in Q2 2022 and held it in 2 quarters. The position peaked at $377K in Q2 2022. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,379 Goosehead Insurance shares in Q1 2025, an estimated $255K.
  • Occudo Quantitative Strategies first reported a position in Goosehead Insurance in Q2 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Goosehead Insurance position peaked at $377K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.