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Penserra Capital Management’s Goosehead Insurance GSHD Stock Holding History

Penserra Capital 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
2024
Q1 		– Sell
-5,635
Closed -$427K – 1320
2023
Q4 		$427K Sell
5,635
-37,137
-87% -$2.68M 0.01% 563
2023
Q3 		$3.19M Buy
+42,772
New +$2.87M 0.07% 201

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Penserra Capital Management's GSHD Position: Q1 2024 in Review

Penserra Capital Management sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 5,635 shares — an estimated $427K sold.

Penserra Capital Management first reported a position in GSHD in Q3 2023 and held it in 2 quarters. The position peaked at $3.19M in Q3 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Penserra Capital Management reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Penserra Capital Management sold 5,635 Goosehead Insurance shares in Q1 2024, an estimated $427K.
  • Penserra Capital Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 2 quarters.
  • Penserra Capital Management's Goosehead Insurance position peaked at $3.19M in Q3 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.