Truist Financial’s Goosehead Insurance GSHD Stock Holding History

Truist Financial’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 Q4	–	Sell	-9,426	Closed	-$336K	–	2625
2022 Q3	$336K	Sell	9,426 -9,779	-51%	-$508K	﹤0.01%	2032
2022 Q2	$877K	Sell	19,205 -1,634	-8%	-$89.2K	﹤0.01%	1615
2022 Q1	$1.64M	Sell	20,839 -2,076	-9%	-$184K	﹤0.01%	1382
2021 Q4	$2.98M	Sell	22,915 -993	-4%	-$142K	﹤0.01%	1094
2021 Q3	$3.64M	Sell	23,908 -4	-0%	-$539	0.01%	1006
2021 Q2	$3.04M	Buy	23,912 +3,198	+15%	+$326K	0.01%	1082
2021 Q1	$2.22M	Buy	20,714 +5,832	+39%	+$789K	﹤0.01%	1186
2020 Q4	$1.86M	Buy	14,882 +4,297	+41%	+$491K	﹤0.01%	1196
2020 Q3	$917K	Buy	10,585 +3,736	+55%	+$340K	﹤0.01%	1409
2020 Q2	$514K	Buy	+6,849	New	+$397K	﹤0.01%	1610

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Truist Financial's GSHD Position: Q4 2022 in Review

Truist Financial sold out of Goosehead Insurance (GSHD) in Q4 2022, closing a stake of 9,426 shares — an estimated $336K sold.

Truist Financial first reported a position in GSHD in Q2 2020 and held it in 10 quarters. The position peaked at $3.64M in Q3 2021. 169 funds tracked by Wall St. Rank hold GSHD as of Q4 2022.

Truist Financial reported no remaining Goosehead Insurance position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 9,426 Goosehead Insurance shares in Q4 2022, an estimated $336K.
Truist Financial first reported a position in Goosehead Insurance in Q2 2020 and held it in 10 quarters.
Truist Financial's Goosehead Insurance position peaked at $3.64M in Q3 2021.
169 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.