HA
GWRE icon

Halsey Associates’s Guidewire Software GWRE Stock Holding History

Halsey Associates’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
2019
Q3 		$232K Hold
2,200
– – 0.04% 100
2019
Q2 		$223K Hold
2,200
– – 0.04% 90
2019
Q1 		$214K Buy
+2,200
New +$197K 0.04% 100
2018
Q4 		– Sell
-2,000
Closed -$202K – 106
2018
Q3 		$202K Buy
+2,000
New +$192K 0.04% 96

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Halsey Associates's GWRE Position: Q3 2019 in Review

Halsey Associates held its Guidewire Software (GWRE) position steady in Q3 2019 at 2,200 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #100.

Halsey Associates first reported a position in GWRE in Q3 2018 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold GWRE as of Q3 2019.

  • Halsey Associates held 2,200 shares of Guidewire Software worth $232K as of Q3 2019.
  • Halsey Associates left its Guidewire Software share count unchanged in Q3 2019.
  • Guidewire Software made up 0.04% of Halsey Associates's portfolio in Q3 2019, its #100 holding.
  • Halsey Associates first reported a position in Guidewire Software in Q3 2018 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.