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Equitable Trust’s Guidewire Software GWRE Stock Holding History

Equitable Trust’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
Q2 		– Sell
-3,813
Closed -$361K – 403
2022
Q1 		$361K Sell
3,813
-854
-18% -$81.6K 0.02% 297
2021
Q4 		$530K Buy
4,667
+804
+21% +$95.4K 0.03% 245
2021
Q3 		$459K Sell
3,863
-151
-4% -$17.4K 0.03% 248
2021
Q2 		$452K Sell
4,014
-196
-5% -$20.4K 0.03% 260
2021
Q1 		$428K Sell
4,210
-2,613
-38% -$304K 0.03% 260
2020
Q4 		$878K Buy
6,823
+4,019
+143% +$459K 0.07% 196
2020
Q3 		$292K Hold
2,804
– – 0.02% 278
2020
Q2 		$311K Sell
2,804
-2,301
-45% -$221K 0.03% 264
2020
Q1 		$405K Buy
5,105
+1,570
+44% +$164K 0.04% 232
2019
Q4 		$388K Hold
3,535
– – 0.04% 219
2019
Q3 		$373K Hold
3,535
– – 0.04% 214
2019
Q2 		$358K Hold
3,535
– – 0.04% 218
2019
Q1 		$343K Hold
3,535
– – 0.04% 225
2018
Q4 		$284K Buy
3,535
+235
+7% +$20.5K 0.04% 228
2018
Q3 		$333K Buy
+3,300
New +$317K 0.04% 232

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.49B AUM 10.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Equitable Trust's GWRE Position: Q2 2022 in Review

Equitable Trust sold out of Guidewire Software (GWRE) in Q2 2022, closing a stake of 3,813 shares — an estimated $361K sold.

Equitable Trust first reported a position in GWRE in Q3 2018 and held it in 15 quarters. The position peaked at $878K in Q4 2020. 367 funds tracked by Wall St. Rank hold GWRE as of Q2 2022.

  • Equitable Trust reported no remaining Guidewire Software position as of Q2 2022 after selling out during the quarter.
  • Equitable Trust sold 3,813 Guidewire Software shares in Q2 2022, an estimated $361K.
  • Equitable Trust first reported a position in Guidewire Software in Q3 2018 and held it in 15 quarters.
  • Equitable Trust's Guidewire Software position peaked at $878K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2022.

Based on Equitable Trust's 13F filing for Q2 2022, filed 15 Jul 2022.