GW & Wade’s ServiceNow NOW Stock Holding History

GW & Wade’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$251K	Sell	1,775 -210	-11%	-$26.5K	0.01%	363
2023 Q3	$222K	Buy	1,985 +5	+0.3%	+$570	0.01%	368
2023 Q2	$223K	Buy	+1,980	New	+$198K	0.01%	357

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

GW & Wade's NOW Position: Q4 2023 in Review

GW & Wade reduced its ServiceNow (NOW) stake by 11% in Q4 2023, selling an estimated $26.5K and leaving 1,775 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #363.

GW & Wade first reported a position in NOW in Q2 2023 and has held it in 3 quarters since. 1,752 funds tracked by Wall St. Rank hold NOW as of Q4 2023.

GW & Wade held 1,775 shares of ServiceNow worth $251K as of Q4 2023.
GW & Wade sold 210 ServiceNow shares in Q4 2023, an estimated $26.5K.
ServiceNow made up 0.01% of GW & Wade's portfolio in Q4 2023, its #363 holding.
GW & Wade first reported a position in ServiceNow in Q2 2023 and has held it in 3 quarters since.
1,752 funds tracked by Wall St. Rank held ServiceNow as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.