STCOSD
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Sageworth Trust Company of South Dakota’s Goosehead Insurance GSHD Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-63
Closed -$3K – 403
2022
Q2 		$3K Hold
63
– – 0.01% 300
2022
Q1 		$5K Sell
63
-285
-82% -$25.3K 0.01% 288
2021
Q4 		$45K Buy
+348
New +$49.9K 0.07% 110

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sageworth Trust Company of South Dakota's GSHD Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 63 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in GSHD in Q4 2021 and held it in 3 quarters. The position peaked at $45K in Q4 2021. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 63 Goosehead Insurance shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in Goosehead Insurance in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Goosehead Insurance position peaked at $45K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.