Number of Shares
10,582.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
3.1%
Total Estimate Gain
$-6.71 Mil
% of Total Estimate Gain
-49.02%

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 $103.43, Polen U.S. Small Company Growth Fund's estimated gain on his GSHD holdings is $-6.71 Mil, reflecting a -49.02% gain to date.

Polen U.S. Small Company Growth Fund GSHD ($103.43) Holding Chart

Polen U.S. Small Company Growth Fund GSHD ($103.43) 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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