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Versor Investments’s Goosehead Insurance GSHD Stock Holding History

Versor 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
2024
Q1 		– Sell
-3,612
Closed -$274K – 763
2023
Q4 		$274K Buy
+3,612
New +$261K 0.06% 563
2023
Q2 		– Sell
-3,906
Closed -$204K – 709
2023
Q1 		$204K Sell
3,906
-6,014
-61% -$261K 0.03% 633
2022
Q4 		$341K Sell
9,920
-6,058
-38% -$227K 0.03% 467
2022
Q3 		$569K Buy
+15,978
New +$830K 0.03% 404

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 $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Versor Investments's GSHD Position: Q1 2024 in Review

Versor Investments sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 3,612 shares — an estimated $274K sold.

Versor Investments first reported a position in GSHD in Q3 2022 and held it in 4 quarters. The position peaked at $569K in Q3 2022. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Versor Investments reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Versor Investments sold 3,612 Goosehead Insurance shares in Q1 2024, an estimated $274K.
  • Versor Investments first reported a position in Goosehead Insurance in Q3 2022 and held it in 4 quarters.
  • Versor Investments's Goosehead Insurance position peaked at $569K in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Versor Investments's 13F filing for Q1 2024, filed 13 May 2024.