Number of Shares
54,396.00
Current Holdings Value*
$9.24 Mil
% of Portfolio
5.65%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
45.78%

Ewing Morris & Co. Investment Partners Ltd.'s Goosehead Insurance Inc Holding Summary

As of 2025-03-31, Ewing Morris & Co. Investment Partners Ltd. held 54,396.00 shares of Goosehead Insurance Inc(GSHD), totaling $9.24 Mil. This investment constitutes 5.65% of their stock portfolio, and Ewing Morris & Co. Investment Partners Ltd. now holds 0.22% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2023Q3. And since then Ewing Morris & Co. Investment Partners Ltd. has made 5 purchases of GSHD, at an average price of $71.78, for a total of 79,698.00 shares. In addition, there have been 2 sales at an average price of $110.13 for 25,302.00 shares. Based on historical transaction data and GSHD's current price of $102.09, Ewing Morris & Co. Investment Partners Ltd.'s estimated gain on his GSHD holdings is $2.62 Mil, reflecting a 45.78% gain to date.

Ewing Morris & Co. Investment Partners Ltd. GSHD ($102.09) Holding Chart

Ewing Morris & Co. Investment Partners Ltd. 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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