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Avalon Investment & Advisory’s Guidewire Software GWRE Stock Holding History

Avalon Investment & Advisory’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
2019
Q2 		– Sell
-24,276
Closed -$2.36M – 327
2019
Q1 		$2.36M Buy
+24,276
New +$2.17M 0.05% 206

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Avalon Investment & Advisory's GWRE Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of Guidewire Software (GWRE) in Q2 2019, closing a stake of 24,276 shares — an estimated $2.36M sold.

Avalon Investment & Advisory first reported a position in GWRE in Q1 2019 and held it in 1 quarter. The position peaked at $2.36M in Q1 2019. 325 funds tracked by Wall St. Rank hold GWRE as of Q2 2019.

  • Avalon Investment & Advisory reported no remaining Guidewire Software position as of Q2 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 24,276 Guidewire Software shares in Q2 2019, an estimated $2.36M.
  • Avalon Investment & Advisory first reported a position in Guidewire Software in Q1 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's Guidewire Software position peaked at $2.36M in Q1 2019.
  • 325 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.