Zevenbergen Capital Investments’s Goosehead Insurance GSHD Stock Holding History

Zevenbergen Capital 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
2021 Q3	–	Sell	-336,390	Closed	-$42.8M	–	95
2021 Q2	$42.8M	Buy	336,390 +3,650	+1%	+$372K	0.76%	35
2021 Q1	$35.7M	Sell	332,740 -17,545	-5%	-$2.37M	0.68%	35
2020 Q4	$43.7M	Sell	350,285 -59,065	-14%	-$6.75M	0.76%	33
2020 Q3	$35.4M	Sell	409,350 -164,357	-29%	-$15M	0.71%	33
2020 Q2	$43.1M	Sell	573,707 -12,600	-2%	-$730K	1.03%	30
2020 Q1	$26.2M	Buy	586,307 +30,625	+6%	+$1.52M	0.99%	29
2019 Q4	$23.6M	Buy	555,682 +98,485	+22%	+$4.36M	0.87%	28
2019 Q3	$22.6M	Buy	457,197 +382,997	+516%	+$17.6M	0.86%	31
2019 Q2	$3.55M	Buy	+74,200	New	+$2.58M	0.12%	40

Other funds holding GSHD

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zevenbergen Capital Investments's GSHD Position: Q3 2021 in Review

Zevenbergen Capital Investments sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 336,390 shares — an estimated $42.8M sold.

Zevenbergen Capital Investments first reported a position in GSHD in Q2 2019 and held it in 9 quarters. The position peaked at $43.7M in Q4 2020. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

Zevenbergen Capital Investments reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
Zevenbergen Capital Investments sold 336,390 Goosehead Insurance shares in Q3 2021, an estimated $42.8M.
Zevenbergen Capital Investments first reported a position in Goosehead Insurance in Q2 2019 and held it in 9 quarters.
Zevenbergen Capital Investments's Goosehead Insurance position peaked at $43.7M in Q4 2020.
181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2021, filed 12 Nov 2021.