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Steward Financial Group’s Goosehead Insurance GSHD Stock Holding History

Steward Financial 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
Q3 		$0 Buy
+7
New +$470 ﹤0.01% 1408
2023
Q2 		– Sell
-5
Closed – – 692
2023
Q1 		$0 Buy
5
+3
+150% +$130 ﹤0.01% 803
2022
Q4 		$0 Buy
+2
New +$75 ﹤0.01% 648
2022
Q3 		– Sell
-3
Closed – – 594
2022
Q2 		$0 Buy
+3
New +$164 ﹤0.01% 1130

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's GSHD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Goosehead Insurance (GSHD) in Q3 2023: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GSHD as recently as Q1 2023.

Steward Financial Group first reported a position in GSHD in Q2 2022 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold GSHD as of Q3 2023.

  • Steward Financial Group held 7 shares of Goosehead Insurance worth $0 as of Q3 2023.
  • Goosehead Insurance was a new Steward Financial Group position in Q3 2023.
  • Goosehead Insurance made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1408 holding.
  • Steward Financial Group first reported a position in Goosehead Insurance in Q2 2022 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.