Sumitomo Mitsui Trust Group
GSHD icon

Sumitomo Mitsui Trust Group’s Goosehead Insurance GSHD Stock Holding History

Sumitomo Mitsui Trust 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
2021
Q1 		– Sell
-7,987
Closed -$996K – 1161
2020
Q4 		$996K Buy
+7,987
New +$913K ﹤0.01% 991
2020
Q3 		– Sell
-4,257
Closed -$320K – 1118
2020
Q2 		$320K Buy
+4,257
New +$247K ﹤0.01% 1055

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GSHD Position: Q1 2021 in Review

Sumitomo Mitsui Trust Group sold out of Goosehead Insurance (GSHD) in Q1 2021, closing a stake of 7,987 shares — an estimated $996K sold.

Sumitomo Mitsui Trust Group first reported a position in GSHD in Q2 2020 and held it in 2 quarters. The position peaked at $996K in Q4 2020. 193 funds tracked by Wall St. Rank hold GSHD as of Q1 2021.

  • Sumitomo Mitsui Trust Group reported no remaining Goosehead Insurance position as of Q1 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,987 Goosehead Insurance shares in Q1 2021, an estimated $996K.
  • Sumitomo Mitsui Trust Group first reported a position in Goosehead Insurance in Q2 2020 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's Goosehead Insurance position peaked at $996K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2021, filed 30 Apr 2021.