Berman Capital Advisors’s Guidewire Software GWRE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$49K	Buy	419 +323	+336%	+$37.3K	0.01%	676
2021 Q2	$10K	Buy	96 +7	+8%	+$728	﹤0.01%	1135
2021 Q1	$9K	Sell	89 -16	-15%	-$1.86K	﹤0.01%	1058
2020 Q4	$13K	Buy	105 +11	+12%	+$1.25K	﹤0.01%	816
2020 Q3	$9K	Buy	94 +41	+77%	+$4.61K	﹤0.01%	830
2020 Q2	$5K	Sell	53 -61	-54%	-$5.86K	﹤0.01%	974
2020 Q1	$9K	Buy	114 +6	+6%	+$627	﹤0.01%	690
2019 Q4	$11K	Hold	108	–	–	﹤0.01%	702
2019 Q3	$11K	Hold	108	–	–	﹤0.01%	682
2019 Q2	$10K	Hold	108	–	–	﹤0.01%	719
2019 Q1	$10K	Buy	108 +91	+535%	+$8.13K	﹤0.01%	654
2018 Q4	$1K	Buy	+17	New	+$1.48K	﹤0.01%	996

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DCP

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return

Berman Capital Advisors's GWRE Position: Q3 2021 in Review

Berman Capital Advisors increased its Guidewire Software (GWRE) stake by 336% in Q3 2021, buying an estimated $37.3K and bringing the position to 419 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #676.

Berman Capital Advisors first reported a position in GWRE in Q4 2018 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold GWRE as of Q3 2021.

Berman Capital Advisors held 419 shares of Guidewire Software worth $49K as of Q3 2021.
Berman Capital Advisors bought 323 Guidewire Software shares in Q3 2021, an estimated $37.3K.
Guidewire Software made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #676 holding.
Berman Capital Advisors first reported a position in Guidewire Software in Q4 2018 and has held it in 12 quarters since.
374 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.