Schubert & Co’s Goosehead Insurance GSHD Stock Holding History

Schubert & Co’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 Q2	–	Sell	-6	Closed	-$314	–	652
2023 Q1	$314	Buy	6 +1	+20%	+$43	﹤0.01%	1495
2022 Q4	$172	Buy	+5	New	+$187	﹤0.01%	1531
2022 Q3	–	Sell	-7	Closed	–	–	1448
2022 Q2	$0	Buy	+7	New	+$382	﹤0.01%	1507

Other funds holding GSHD

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

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

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

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

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

DDC

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

DCP

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

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

Schubert & Co's GSHD Position: Q2 2023 in Review

Schubert & Co sold out of Goosehead Insurance (GSHD) in Q2 2023, closing a stake of 6 shares — an estimated $314 sold.

Schubert & Co first reported a position in GSHD in Q2 2022 and held it in 3 quarters. The position peaked at $314 in Q1 2023. 183 funds tracked by Wall St. Rank hold GSHD as of Q2 2023.

Schubert & Co reported no remaining Goosehead Insurance position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 6 Goosehead Insurance shares in Q2 2023, an estimated $314.
Schubert & Co first reported a position in Goosehead Insurance in Q2 2022 and held it in 3 quarters.
Schubert & Co's Goosehead Insurance position peaked at $314 in Q1 2023.
183 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.