Polen U.S. Small Company Growth Fund GSHD Holdings History
Polen U.S. Small Company Growth Fund's Goosehead Insurance Inc Holding Summary
As of 2025-04-30, Polen U.S. Small Company Growth Fund held 10,582.00 shares of Goosehead Insurance Inc(GSHD), totaling $1.03 Mil. This investment constitutes 3.1% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.04% of the outstanding Goosehead Insurance Inc(GSHD) stock.
The initial trade took place in 2021Q4. And since then Polen U.S. Small Company Growth Fund has made 5 purchases of GSHD, at an average price of $136.17, for a total of 100,488.00 shares. In addition, there have been 10 sales at an average price of $65.41 for 89,906.00 shares. Based on historical transaction data and GSHD's current price of $89.03, Polen U.S. Small Company Growth Fund's estimated gain on his GSHD holdings is $-6.86 Mil, reflecting a -50.14% gain to date.
Polen U.S. Small Company Growth Fund GSHD ($89.03) Holding Chart
Polen U.S. Small Company Growth Fund GSHD ($89.03) 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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