Current Value of Holding

$8.96 Million

Shares

152 Thousand

% of Portfolio

0.02%

Average Buy Price

$93.2

Avg closing price
Price range

14 Polen Capital Goosehead Insurance Trades

Polen Capital's position in Goosehead Insurance is currently worth $8.96 Million. That's 0.02% of their equity portfolio (51st largest holding). Polen Capital started to build up the position in Goosehead Insurance in Q3 2020 and continued to invest until Q3 2022. Since then they sold 161 Thousand shares. The investor's estimated purchase price is $14.2 Million, resulting in a loss of 37%.

Avg closing price
Price range
Sold 31.5% shares (-69.9 Thousand shares) Q4 2023
Avg closing price $72.25
Price range $64.87 - $78.60
Sold 3.6% shares (-8.23 Thousand shares) Q3 2023
Avg closing price $67.08
Price range $58.46 - $78.47
Sold 20.9% shares (-60.7 Thousand shares) Q2 2023
Avg closing price $57.51
Price range $50.12 - $62.89
Sold 0.8% shares (-2.2 Thousand shares) Q1 2023
Avg closing price $43.41
Price range $31.95 - $54.00
Sold 6.5% shares (-20.4 Thousand shares) Q4 2022
Avg closing price $37.46
Price range $29.42 - $41.51
Increased shares by 35.0% (+81.2 Thousand shares) Q3 2022
Avg closing price $51.93
Price range $35.64 - $70.74
Increased shares by 7.5% (+16.2 Thousand shares) Q2 2022
Avg closing price $54.58
Price range $39.49 - $79.45
Increased shares by 17.9% (+32.9 Thousand shares) Q1 2022
Avg closing price $88.76
Price range $64.20 - $130.22
Increased shares by 15.2% (+24.2 Thousand shares) Q4 2021
Avg closing price $143.48
Price range $122.51 - $177.30
Increased shares by 8.5% (+12.5 Thousand shares) Q3 2021
Avg closing price $134.86
Price range $111.74 - $161.30
Increased shares by 17.2% (+21.5 Thousand shares) Q2 2021
Avg closing price $101.87
Price range $82.02 - $127.93
Increased shares by 61.4% (+47.6 Thousand shares) Q1 2021
Avg closing price $135.34
Price range $105.85 - $174.55
Increased shares by 23.8% (+14.9 Thousand shares) Q4 2020
Avg closing price $114.31
Price range $81.46 - $130.65
New holding (+62.5 Thousand shares) Q3 2020
Avg closing price $91.10
Price range $75.56 - $112.50

News about Goosehead Insurance Inc - Ordinary Shares - Class A and Polen Capital

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