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Bell Bank’s Guidewire Software GWRE Stock Holding History

Bell Bank’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
2024
Q3 		– Sell
-3,769
Closed -$520K – 186
2024
Q2 		$520K Sell
3,769
-820
-18% -$98.7K 0.04% 132
2024
Q1 		$536K Sell
4,589
-670
-13% -$76.6K 0.05% 136
2023
Q4 		$573K Sell
5,259
-478
-8% -$45.6K 0.06% 124
2023
Q3 		$516K Sell
5,737
-273
-5% -$22.8K 0.06% 122
2023
Q2 		$457K Sell
6,010
-261
-4% -$20K 0.05% 137
2023
Q1 		$515K Sell
6,271
-189
-3% -$13.7K 0.05% 127
2022
Q4 		$404K Sell
6,460
-278
-4% -$16.5K 0.05% 143
2022
Q3 		$415K Buy
6,738
+48
+0.7% +$3.47K 0.05% 134
2022
Q2 		$475K Buy
6,690
+363
+6% +$29.7K 0.06% 133
2022
Q1 		$599K Buy
6,327
+429
+7% +$41K 0.07% 117
2021
Q4 		$670K Buy
5,898
+302
+5% +$35.8K 0.08% 108
2021
Q3 		$665K Buy
5,596
+276
+5% +$31.9K 0.08% 106
2021
Q2 		$600K Buy
5,320
+45
+0.9% +$4.68K 0.08% 115
2021
Q1 		$536K Buy
5,275
+98
+2% +$11.4K 0.08% 117
2020
Q4 		$666K Buy
5,177
+30
+0.6% +$3.42K 0.1% 103
2020
Q3 		$537K Buy
5,147
+176
+4% +$19.8K 0.09% 108
2020
Q2 		$551K Sell
4,971
-14
-0.3% -$1.34K 0.1% 101
2020
Q1 		$395K Buy
4,985
+29
+0.6% +$3.03K 0.09% 106
2019
Q4 		$544K Buy
4,956
+66
+1% +$7.38K 0.1% 101
2019
Q3 		$515K Sell
4,890
-63
-1% -$6.35K 0.1% 102
2019
Q2 		$502K Sell
4,953
-117
-2% -$11.9K 0.11% 100
2019
Q1 		$493K Sell
5,070
-241
-5% -$21.5K 0.13% 99
2018
Q4 		$426K Buy
+5,311
New +$463K 0.13% 102

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bell Bank's GWRE Position: Q3 2024 in Review

Bell Bank sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 3,769 shares — an estimated $520K sold.

Bell Bank first reported a position in GWRE in Q4 2018 and held it in 23 quarters. The position peaked at $670K in Q4 2021. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Bell Bank reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Bell Bank sold 3,769 Guidewire Software shares in Q3 2024, an estimated $520K.
  • Bell Bank first reported a position in Guidewire Software in Q4 2018 and held it in 23 quarters.
  • Bell Bank's Guidewire Software position peaked at $670K in Q4 2021.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Bell Bank's 13F filing for Q3 2024, filed 6 Nov 2024.