Number of Shares
7,944.00
Current Holdings Value*
$937,870.00
% of Portfolio
2.67%
Total Estimate Gain
$442,976.90
% of Total Estimate Gain
82.98%

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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