SGI
GSHD icon

Summit Global Investments’s Goosehead Insurance GSHD Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-9,500
Closed -$1.21M – 508
2021
Q2 		$1.21M Buy
9,500
+3,400
+56% +$346K 0.07% 202
2021
Q1 		$654K Buy
+6,100
New +$826K 0.04% 273

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Global Investments's GSHD Position: Q3 2021 in Review

Summit Global Investments sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 9,500 shares — an estimated $1.21M sold.

Summit Global Investments first reported a position in GSHD in Q1 2021 and held it in 2 quarters. The position peaked at $1.21M in Q2 2021. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • Summit Global Investments reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 9,500 Goosehead Insurance shares in Q3 2021, an estimated $1.21M.
  • Summit Global Investments first reported a position in Goosehead Insurance in Q1 2021 and held it in 2 quarters.
  • Summit Global Investments's Goosehead Insurance position peaked at $1.21M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.