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Orion Portfolio Solutions’s Goosehead Insurance GSHD Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-2,732
Closed -$204K – 1693
2023
Q3 		$204K Buy
+2,732
New +$183K ﹤0.01% 1548
2020
Q2 		– Sell
-7
Closed – – 2288
2020
Q1 		$0 Hold
7
– – ﹤0.01% 2052
2019
Q4 		$0 Buy
+7
New +$310 ﹤0.01% 1855

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Orion Portfolio Solutions's GSHD Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 2,732 shares — an estimated $204K sold.

Orion Portfolio Solutions first reported a position in GSHD in Q4 2019 and held it in 3 quarters. The position peaked at $204K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,732 Goosehead Insurance shares in Q4 2023, an estimated $204K.
  • Orion Portfolio Solutions first reported a position in Goosehead Insurance in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Goosehead Insurance position peaked at $204K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.