Number of Shares
113,084.00
Current Holdings Value*
$13.35 Mil
% of Portfolio
3.75%
Total Estimate Gain
$9.74 Mil
% of Total Estimate Gain
52.52%

DF Dent Midcap Growth Fund's Goosehead Insurance Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 113,084.00 shares of Goosehead Insurance Inc(GSHD), totaling $13.35 Mil. This investment constitutes 3.75% of their stock portfolio, and FORUM FUNDS now holds 0.45% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2022Q2. And since then DF Dent Midcap Growth Fund has made 5 purchases of GSHD, at an average price of $58.22, for a total of 318,587.00 shares. In addition, there have been 7 sales at an average price of $81.49 for 205,503.00 shares. Based on historical transaction data and GSHD's current price of $102.09, DF Dent Midcap Growth Fund's estimated gain on his GSHD holdings is $9.74 Mil, reflecting a 52.52% gain to date.

DF Dent Midcap Growth Fund GSHD ($102.09) Holding Chart

DF Dent Midcap Growth Fund GSHD ($102.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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