Shay Capital’s Goosehead Insurance GSHD Stock Holding History

Shay Capital’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 Q3	–	Sell	-5,103	Closed	-$321K	–	412
2023 Q2	$321K	Buy	+5,103	New	+$293K	0.04%	226

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shay Capital's GSHD Position: Q3 2023 in Review

Shay Capital sold out of Goosehead Insurance (GSHD) in Q3 2023, closing a stake of 5,103 shares — an estimated $321K sold.

Shay Capital first reported a position in GSHD in Q2 2023 and held it in 1 quarter. The position peaked at $321K in Q2 2023. 233 funds tracked by Wall St. Rank hold GSHD as of Q3 2023.

Shay Capital reported no remaining Goosehead Insurance position as of Q3 2023 after selling out during the quarter.
Shay Capital sold 5,103 Goosehead Insurance shares in Q3 2023, an estimated $321K.
Shay Capital first reported a position in Goosehead Insurance in Q2 2023 and held it in 1 quarter.
Shay Capital's Goosehead Insurance position peaked at $321K in Q2 2023.
233 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2023.

Based on Shay Capital's 13F filing for Q3 2023, filed 14 Nov 2023.