Bartlett & Co’s Guidewire Software GWRE Stock Holding History

Bartlett & Co’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
2022 Q4	–	Sell	-33	Closed	-$2K	–	1121
2022 Q3	$2K	Sell	33 -57	-63%	-$4.12K	﹤0.01%	1044
2022 Q2	$6K	Buy	+90	New	+$7.36K	﹤0.01%	975

Other funds holding GWRE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

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

ROIC

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

DCP

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

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

Bartlett & Co's GWRE Position: Q4 2022 in Review

Bartlett & Co sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Bartlett & Co first reported a position in GWRE in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

Bartlett & Co reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
Bartlett & Co sold 33 Guidewire Software shares in Q4 2022, an estimated $2K.
Bartlett & Co first reported a position in Guidewire Software in Q2 2022 and held it in 2 quarters.
Bartlett & Co's Guidewire Software position peaked at $6K in Q2 2022.
347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.