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Squar Milner Financial Services’s Goosehead Insurance GSHD Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-898
Closed -$40K – 406
2020
Q1 		$40K Buy
898
+107
+14% +$5.3K 0.02% 382
2019
Q4 		$33K Buy
+791
New +$35K 0.02% 451

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Squar Milner Financial Services's GSHD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Goosehead Insurance (GSHD) in Q2 2020, closing a stake of 898 shares — an estimated $40K sold.

Squar Milner Financial Services first reported a position in GSHD in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q1 2020. 147 funds tracked by Wall St. Rank hold GSHD as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Goosehead Insurance position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 898 Goosehead Insurance shares in Q2 2020, an estimated $40K.
  • Squar Milner Financial Services first reported a position in Goosehead Insurance in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Goosehead Insurance position peaked at $40K in Q1 2020.
  • 147 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.