YORKTOWN SMALL CAP FUND GSHD Holdings History
Number of Shares
5,050.00
Current Holdings Value*
$490,910.00
% of Portfolio
1.95%
Total Estimate Gain
$205,131.00
% of Total Estimate Gain
64.67%
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 $103.43, YORKTOWN SMALL CAP FUND's estimated gain on his GSHD holdings is $205,131.00, reflecting a 64.67% gain to date.
YORKTOWN SMALL CAP FUND GSHD ($103.43) Holding Chart
YORKTOWN SMALL CAP 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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