Prelude Capital Management’s Goosehead Insurance GSHD Stock Holding History

Prelude 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	-3,590	Closed	-$272K	–	1398
2023 Q4	$272K	Buy	3,590 +355	+11%	+$25.6K	0.02%	781
2023 Q3	$241K	Sell	3,235 -1,697	-34%	-$114K	0.02%	793
2023 Q2	$310K	Buy	+4,932	New	+$284K	0.02%	627
2021 Q2	–	Sell	-3,103	Closed	-$333K	–	1762
2021 Q1	$333K	Buy	3,103 +668	+27%	+$90.4K	0.01%	1089
2020 Q4	$304K	Buy	2,435 +1,409	+137%	+$161K	0.01%	911
2020 Q3	$89K	Buy	+1,026	New	+$93.5K	﹤0.01%	946

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Prelude Capital Management sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 3,590 shares — an estimated $272K sold.

Prelude Capital Management first reported a position in GSHD in Q3 2020 and held it in 6 quarters. The position peaked at $333K in Q1 2021. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

Prelude Capital Management reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
Prelude Capital Management sold 3,590 Goosehead Insurance shares in Q1 2024, an estimated $272K.
Prelude Capital Management first reported a position in Goosehead Insurance in Q3 2020 and held it in 6 quarters.
Prelude Capital Management's Goosehead Insurance position peaked at $333K in Q1 2021.
234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

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