VA
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Vident Advisory’s Goosehead Insurance GSHD Stock Holding History

Vident Advisory’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
Q4 		– Sell
-21,230
Closed -$1.9M – 1490
2024
Q3 		$1.9M Buy
21,230
+6,275
+42% +$497K 0.05% 403
2024
Q2 		$859K Buy
14,955
+6,646
+80% +$399K 0.02% 649
2024
Q1 		$554K Buy
8,309
+1,698
+26% +$130K 0.01% 783
2023
Q4 		$501K Buy
+6,611
New +$478K 0.01% 776

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vident Advisory's GSHD Position: Q4 2024 in Review

Vident Advisory sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 21,230 shares — an estimated $1.9M sold.

Vident Advisory first reported a position in GSHD in Q4 2023 and held it in 4 quarters. The position peaked at $1.9M in Q3 2024. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Vident Advisory reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Vident Advisory sold 21,230 Goosehead Insurance shares in Q4 2024, an estimated $1.9M.
  • Vident Advisory first reported a position in Goosehead Insurance in Q4 2023 and held it in 4 quarters.
  • Vident Advisory's Goosehead Insurance position peaked at $1.9M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Vident Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.