P8IP
GSHD icon

Pier 88 Investment Partners’s Goosehead Insurance GSHD Stock Holding History

Pier 88 Investment 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
2024
Q1 		– Sell
-16,275
Closed -$1.23M – 103
2023
Q4 		$1.23M Sell
16,275
-6,090
-27% -$440K 0.31% 43
2023
Q3 		$1.67M Sell
22,365
-1,430
-6% -$95.9K 0.42% 44
2023
Q2 		$1.5M Buy
23,795
+21,260
+839% +$1.22M 0.37% 48
2023
Q1 		$132K Buy
2,535
+290
+13% +$12.6K 0.03% 83
2022
Q4 		$77.1K Hold
2,245
– – 0.02% 84
2022
Q3 		$80K Hold
2,245
– – 0.02% 93
2022
Q2 		$103K Hold
2,245
– – 0.02% 95
2022
Q1 		$176K Hold
2,245
– – 0.06% 81
2021
Q4 		$292K Buy
2,245
+660
+42% +$94.7K 0.06% 97
2021
Q3 		$241K Sell
1,585
-3,080
-66% -$415K 0.07% 98
2021
Q2 		$594K Sell
4,665
-6,460
-58% -$658K 0.17% 92
2021
Q1 		$1.19M Buy
11,125
+1,550
+16% +$210K 0.4% 55
2020
Q4 		$1.19M Buy
9,575
+2,135
+29% +$244K 0.38% 45
2020
Q3 		$645K Sell
7,440
-19,825
-73% -$1.81M 0.2% 89
2020
Q2 		$2.05M Buy
27,265
+8,195
+43% +$475K 0.58% 44
2020
Q1 		$851K Buy
+19,070
New +$944K 0.31% 55

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

Pier 88 Investment Partners's GSHD Position: Q1 2024 in Review

Pier 88 Investment Partners sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 16,275 shares — an estimated $1.23M sold.

Pier 88 Investment Partners first reported a position in GSHD in Q1 2020 and held it in 16 quarters. The position peaked at $2.05M in Q2 2020. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Pier 88 Investment Partners reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Pier 88 Investment Partners sold 16,275 Goosehead Insurance shares in Q1 2024, an estimated $1.23M.
  • Pier 88 Investment Partners first reported a position in Goosehead Insurance in Q1 2020 and held it in 16 quarters.
  • Pier 88 Investment Partners's Goosehead Insurance position peaked at $2.05M in Q2 2020.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Pier 88 Investment Partners's 13F filing for Q1 2024, filed 10 May 2024.