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Boston Financial Management’s Guidewire Software GWRE Stock Holding History

Boston Financial Management’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
-5,040
Closed -$310K – 321
2022
Q3 		$310K Sell
5,040
-31,060
-86% -$2.24M 0.01% 255
2022
Q2 		$2.56M Sell
36,100
-73,450
-67% -$6.01M 0.11% 108
2022
Q1 		$10.4M Buy
109,550
+10,349
+10% +$989K 0.39% 64
2021
Q4 		$11.3M Buy
+99,201
New +$11.8M 0.41% 62

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boston Financial Management's GWRE Position: Q4 2022 in Review

Boston Financial Management sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 5,040 shares — an estimated $310K sold.

Boston Financial Management first reported a position in GWRE in Q4 2021 and held it in 4 quarters. The position peaked at $11.3M in Q4 2021. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Boston Financial Management reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Boston Financial Management sold 5,040 Guidewire Software shares in Q4 2022, an estimated $310K.
  • Boston Financial Management first reported a position in Guidewire Software in Q4 2021 and held it in 4 quarters.
  • Boston Financial Management's Guidewire Software position peaked at $11.3M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Boston Financial Management's 13F filing for Q4 2022, filed 27 Jan 2023.