SAM
GSHD icon

Strategic Asset Management’s Goosehead Insurance GSHD Stock Holding History

Strategic Asset Management’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
2022
Q3 		$1K Hold
36
– – ﹤0.01% 556
2022
Q2 		$2K Hold
36
– – ﹤0.01% 562
2022
Q1 		$3K Buy
+36
New +$3.19K ﹤0.01% 489

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Asset Management's GSHD Position: Q3 2022 in Review

Strategic Asset Management held its Goosehead Insurance (GSHD) position steady in Q3 2022 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Strategic Asset Management first reported a position in GSHD in Q1 2022 and has held it in 3 quarters since. The position peaked at $3K in Q1 2022. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • Strategic Asset Management held 36 shares of Goosehead Insurance worth $1K as of Q3 2022.
  • Strategic Asset Management left its Goosehead Insurance share count unchanged in Q3 2022.
  • Goosehead Insurance made up ﹤0.01% of Strategic Asset Management's portfolio in Q3 2022, its #556 holding.
  • Strategic Asset Management first reported a position in Goosehead Insurance in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Goosehead Insurance position peaked at $3K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.