Schroder Investment Management Group
GSHD icon

Schroder Investment Management Group’s Goosehead Insurance GSHD Stock Holding History

Schroder Investment Management 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
2023
Q4 		– Sell
-88,611
Closed -$6.6M – 1217
2023
Q3 		$6.6M Sell
88,611
-9,918
-10% -$665K 0.01% 685
2023
Q2 		$6.2M Buy
98,529
+6,049
+7% +$348K 0.01% 734
2023
Q1 		$4.83M Buy
92,480
+53,841
+139% +$2.34M 0.01% 792
2022
Q4 		$1.33M Buy
+38,639
New +$1.45M ﹤0.01% 1013
2021
Q3 		– Sell
-13,681
Closed -$1.74M – 1513
2021
Q2 		$1.74M Buy
13,681
+6,924
+102% +$705K ﹤0.01% 1040
2021
Q1 		$724K Sell
6,757
-803
-11% -$109K ﹤0.01% 1223
2020
Q4 		$943K Buy
+7,560
New +$864K ﹤0.01% 1127

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WA
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Polen Capital Management
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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