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Picton Mahoney Asset Management’s Goosehead Insurance GSHD Stock Holding History

Picton Mahoney Asset 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
2020
Q2 		– Sell
-129,947
Closed -$5.8M – 328
2020
Q1 		$5.8M Sell
129,947
-119,128
-48% -$5.9M 0.33% 81
2019
Q4 		$10.6M Buy
249,075
+88,775
+55% +$3.93M 0.71% 49
2019
Q3 		$7.91M Buy
+160,300
New +$7.37M 0.56% 66

Other funds holding GSHD

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Picton Mahoney Asset Management's GSHD Position: Q2 2020 in Review

Picton Mahoney Asset Management sold out of Goosehead Insurance (GSHD) in Q2 2020, closing a stake of 129,947 shares — an estimated $5.8M sold.

Picton Mahoney Asset Management first reported a position in GSHD in Q3 2019 and held it in 3 quarters. The position peaked at $10.6M in Q4 2019. 147 funds tracked by Wall St. Rank hold GSHD as of Q2 2020.

  • Picton Mahoney Asset Management reported no remaining Goosehead Insurance position as of Q2 2020 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 129,947 Goosehead Insurance shares in Q2 2020, an estimated $5.8M.
  • Picton Mahoney Asset Management first reported a position in Goosehead Insurance in Q3 2019 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Goosehead Insurance position peaked at $10.6M in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2020.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2020, filed 5 Aug 2020.