Bollard Group’s Guidewire Software GWRE Stock Holding History

Bollard Group’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 Q3	–	Sell	-5	Closed	–	–	507
2023 Q2	$0	Buy	+5	New	+$383	﹤0.01%	670
2022 Q2	–	Sell	-38,700	Closed	-$3.66M	–	335
2022 Q1	$3.66M	Buy	+38,700	New	+$3.7M	0.12%	86

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

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

BCM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bollard Group's GWRE Position: Q3 2023 in Review

Bollard Group sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 5 shares.

Bollard Group first reported a position in GWRE in Q1 2022 and held it in 2 quarters. The position peaked at $3.66M in Q1 2022. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

Bollard Group reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 Guidewire Software shares in Q3 2023.
Bollard Group first reported a position in Guidewire Software in Q1 2022 and held it in 2 quarters.
Bollard Group's Guidewire Software position peaked at $3.66M in Q1 2022.
353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.