Number of Shares
5,050.00
Current Holdings Value*
$490,910.00
% of Portfolio
1.95%
Total Estimate Gain
$191,799.00
% of Total Estimate Gain
60.47%

YORKTOWN SMALL CAP FUND's Goosehead Insurance Inc Holding Summary

As of 2025-04-30, YORKTOWN SMALL CAP FUND held 5,050.00 shares of Goosehead Insurance Inc(GSHD), totaling $490,910.00. This investment constitutes 1.95% of their stock portfolio, and YORKTOWN SMALL CAP FUND now holds 0.02% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2024Q3. And since then YORKTOWN SMALL CAP FUND has made 1 purchases of GSHD, at an average price of $62.81, for a total of 5,050.00 shares. Based on historical transaction data and GSHD's current price of $100.79, YORKTOWN SMALL CAP FUND's estimated gain on his GSHD holdings is $191,799.00, reflecting a 60.47% gain to date.

YORKTOWN SMALL CAP FUND GSHD ($100.79) Holding Chart

YORKTOWN SMALL CAP FUND GSHD ($100.79) 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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