Institutional & Family Asset Management’s Guardant Health GH Stock Holding History

Institutional & Family Asset Management’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10	Closed	-$206	–	766
2024 Q1	$206	Sell	10 -459	-98%	-$9.84K	﹤0.01%	718
2023 Q4	$12.7K	Sell	469 -15	-3%	-$393	﹤0.01%	362
2023 Q3	$14.3K	Buy	484 +10	+2%	+$352	﹤0.01%	338
2023 Q2	$17K	Sell	474 -8	-2%	-$230	﹤0.01%	327
2023 Q1	$11.3K	Sell	482 -37	-7%	-$1.06K	﹤0.01%	365
2022 Q4	$14.1K	Sell	519 -4	-0.8%	-$183	﹤0.01%	340
2022 Q3	$28K	Hold	523	–	–	0.01%	274
2022 Q2	$21K	Hold	523	–	–	﹤0.01%	308
2022 Q1	$35K	Sell	523 -113	-18%	-$7.73K	0.01%	289
2021 Q4	$64K	Hold	636	–	–	0.01%	247
2021 Q3	$80K	Hold	636	–	–	0.01%	266
2021 Q2	$79K	Buy	636 +111	+21%	+$14.9K	0.01%	274
2021 Q1	$80K	Sell	525 -4	-0.8%	-$605	0.02%	293
2020 Q4	$68K	Hold	529	–	–	0.01%	291
2020 Q3	$59K	Hold	529	–	–	0.01%	265
2020 Q2	$43K	Buy	529 +4	+0.8%	+$322	0.01%	316
2020 Q1	$37K	Buy	+525	New	+$40.3K	0.01%	301

Other funds holding GH

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Institutional & Family Asset Management's GH Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Guardant Health (GH) in Q2 2024, closing a stake of 10 shares — an estimated $206 sold.

Institutional & Family Asset Management first reported a position in GH in Q1 2020 and held it in 17 quarters. The position peaked at $80K in Q3 2021. 282 funds tracked by Wall St. Rank hold GH as of Q2 2024.

Institutional & Family Asset Management reported no remaining Guardant Health position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 10 Guardant Health shares in Q2 2024, an estimated $206.
Institutional & Family Asset Management first reported a position in Guardant Health in Q1 2020 and held it in 17 quarters.
Institutional & Family Asset Management's Guardant Health position peaked at $80K in Q3 2021.
282 funds tracked by Wall St. Rank held Guardant Health as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.