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Sageworth Trust’s Goosehead Insurance GSHD Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-105
Closed -$14K – 531
2021
Q4 		$14K Sell
105
-353
-77% -$50.6K ﹤0.01% 224
2021
Q3 		$70K Hold
458
– – 0.01% 144
2021
Q2 		$58K Hold
458
– – ﹤0.01% 213
2021
Q1 		$49K Buy
+458
New +$62K ﹤0.01% 175

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sageworth Trust's GSHD Position: Q1 2022 in Review

Sageworth Trust sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 105 shares — an estimated $14K sold.

Sageworth Trust first reported a position in GSHD in Q1 2021 and held it in 4 quarters. The position peaked at $70K in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • Sageworth Trust reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 105 Goosehead Insurance shares in Q1 2022, an estimated $14K.
  • Sageworth Trust first reported a position in Goosehead Insurance in Q1 2021 and held it in 4 quarters.
  • Sageworth Trust's Goosehead Insurance position peaked at $70K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.