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 New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vestmark Advisory Solutions's GSHD Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Goosehead Insurance (GSHD) in Q3 2023, closing a stake of 4,078 shares — an estimated $256K sold.

Vestmark Advisory Solutions first reported a position in GSHD in Q4 2020 and held it in 7 quarters. The position peaked at $264K in Q3 2021. 233 funds tracked by Wall St. Rank hold GSHD as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Goosehead Insurance position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 4,078 Goosehead Insurance shares in Q3 2023, an estimated $256K.
Vestmark Advisory Solutions first reported a position in Goosehead Insurance in Q4 2020 and held it in 7 quarters.
Vestmark Advisory Solutions's Goosehead Insurance position peaked at $264K in Q3 2021.
233 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.