VAS
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Vestmark Advisory Solutions’s Goosehead Insurance GSHD Stock Holding History

Vestmark Advisory Solutions’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
2023
Q3 		– Sell
-4,078
Closed -$256K – 604
2023
Q2 		$256K Sell
4,078
-46
-1% -$2.65K 0.01% 759
2023
Q1 		$215K Buy
+4,124
New +$179K 0.01% 800
2022
Q1 		– Sell
-1,728
Closed -$225K – 873
2021
Q4 		$225K Sell
1,728
-7
-0.4% -$1K 0.01% 801
2021
Q3 		$264K Sell
1,735
-166
-9% -$22.4K 0.02% 709
2021
Q2 		$242K Buy
1,901
+5
+0.3% +$509 0.02% 689
2021
Q1 		$203K Sell
1,896
-68
-3% -$9.2K 0.02% 709
2020
Q4 		$245K Buy
+1,964
New +$225K 0.03% 529

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return