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Guardian Life Insurance Portfolio holdings
AUM
$199K
This Fund
S&P 500
This Quarter Est. Return
+52.44%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199K
AUM Growth
–
Cap. Flow
+$135K
Cap. Flow % of AUM
Cap. Flow %
67.88%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$135K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Coinbase
COIN
$34.2B
| $199K | 100% |
+752
| New | +$135K |
2024 Q1
0 quarters
|
|
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Guardian Life Insurance's Q1 2024 Portfolio in Review
As of Q1 2024, Guardian Life Insurance held 1 position worth $199K. Its ten largest holdings account for 100% of the portfolio.
Guardian Life Insurance deployed $135K of net new capital in Q1 2024, opening 1 new position. Its largest new stake was Coinbase: 752 shares worth $199K.
By sector, the portfolio is most concentrated in Financials at 100% of assets.
- Guardian Life Insurance's largest Q1 2024 buy was Coinbase: 752 shares worth $199K.
- Guardian Life Insurance's ten largest holdings make up 100% of its $199K portfolio in Q1 2024.
- Guardian Life Insurance opened 1 new position and closed 0 in Q1 2024.
Based on Guardian Life Insurance's 13F filing for Q1 2024, filed 7 May 2024.