Arlington Trust’s Guidewire Software GWRE Stock Holding History

Arlington Trust’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15	Closed	-$1.35K	–	924
2023 Q3	$1.35K	Buy	+15	New	+$1.25K	﹤0.01%	290

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arlington Trust's GWRE Position: Q4 2023 in Review

Arlington Trust sold out of Guidewire Software (GWRE) in Q4 2023, closing a stake of 15 shares — an estimated $1.35K sold.

Arlington Trust first reported a position in GWRE in Q3 2023 and held it in 1 quarter. The position peaked at $1.35K in Q3 2023. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

Arlington Trust reported no remaining Guidewire Software position as of Q4 2023 after selling out during the quarter.
Arlington Trust sold 15 Guidewire Software shares in Q4 2023, an estimated $1.35K.
Arlington Trust first reported a position in Guidewire Software in Q3 2023 and held it in 1 quarter.
Arlington Trust's Guidewire Software position peaked at $1.35K in Q3 2023.
385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on Arlington Trust's 13F filing for Q4 2023, filed 24 Jan 2024.