LKCM Small-Mid Cap Equity Fund GSHD Holdings History
LKCM Small-Mid Cap Equity Fund's Goosehead Insurance Inc Holding Summary
As of 2025-03-31, LKCM Funds held 7,944.00 shares of Goosehead Insurance Inc(GSHD), totaling $937,870.00. This investment constitutes 2.67% of their stock portfolio, and LKCM Funds now holds 0.03% of the outstanding Goosehead Insurance Inc(GSHD) stock.
The initial trade took place in 2022Q3. And since then LKCM Small-Mid Cap Equity Fund has made 6 purchases of GSHD, at an average price of $54.18, for a total of 9,853.00 shares. In addition, there have been 2 sales at an average price of $91.46 for 1,909.00 shares. Based on historical transaction data and GSHD's current price of $100.98, LKCM Small-Mid Cap Equity Fund's estimated gain on his GSHD holdings is $442,976.90, reflecting a 82.98% gain to date.
LKCM Small-Mid Cap Equity Fund GSHD ($100.98) Holding Chart
LKCM Small-Mid Cap Equity Fund GSHD ($100.98) 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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