Private Capital Group’s Goosehead Insurance GSHD Stock Holding History

Private Capital Group’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 Q2	$4K	Hold	82	–	–	﹤0.01%	1327
2022 Q1	$6K	Buy	82 +17	+26%	+$1.51K	﹤0.01%	1446
2021 Q4	$9K	Hold	65	–	–	﹤0.01%	1330
2021 Q3	$10K	Hold	65	–	–	﹤0.01%	1332
2021 Q2	$8K	Hold	65	–	–	﹤0.01%	1408
2021 Q1	$7K	Buy	65 +51	+364%	+$6.9K	﹤0.01%	1398
2020 Q4	$2K	Sell	14 -51	-78%	-$5.83K	﹤0.01%	1773
2020 Q3	$6K	Hold	65	–	–	﹤0.01%	1465
2020 Q2	$5K	Sell	65 -21	-24%	-$1.22K	﹤0.01%	1515
2020 Q1	$4K	Buy	+86	New	+$4.26K	﹤0.01%	1537

Other funds holding GSHD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Capital Group's GSHD Position: Q2 2022 in Review

Private Capital Group held its Goosehead Insurance (GSHD) position steady in Q2 2022 at 82 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Private Capital Group first reported a position in GSHD in Q1 2020 and has held it in 10 quarters since. The position peaked at $10K in Q3 2021. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

Private Capital Group held 82 shares of Goosehead Insurance worth $4K as of Q2 2022.
Private Capital Group left its Goosehead Insurance share count unchanged in Q2 2022.
Goosehead Insurance made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1327 holding.
Private Capital Group first reported a position in Goosehead Insurance in Q1 2020 and has held it in 10 quarters since.
Private Capital Group's Goosehead Insurance position peaked at $10K in Q3 2021.
168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.