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PDT Partners’s Goosehead Insurance GSHD Stock Holding History

PDT Partners’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
2022
Q1 		– Sell
-24,900
Closed -$3.24M – 994
2021
Q4 		$3.24M Sell
24,900
-2,400
-9% -$344K 0.25% 146
2021
Q3 		$4.16M Buy
27,300
+4,666
+21% +$629K 0.3% 144
2021
Q2 		$2.88M Buy
22,634
+4,715
+26% +$480K 0.19% 225
2021
Q1 		$1.92M Sell
17,919
-8,636
-33% -$1.17M 0.14% 270
2020
Q4 		$3.31M Sell
26,555
-1,623
-6% -$186K 0.22% 189
2020
Q3 		$2.44M Buy
28,178
+22,109
+364% +$2.01M 0.16% 199
2020
Q2 		$456K Buy
+6,069
New +$352K 0.03% 432

Other funds holding GSHD

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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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return