KCM
GRDN

Kodai Capital Management’s Guardian Pharmacy Services GRDN Stock Holding History

Kodai Capital Management’s Portfolio GRDN Stock Details GRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-85,000
Closed -$1.43M – 203
2024
Q3 		$1.43M Buy
+85,000
New +$1.43M 0.03% 149

Other funds holding GRDN

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kodai Capital Management's GRDN Position: Q4 2024 in Review

Kodai Capital Management sold out of Guardian Pharmacy Services (GRDN) in Q4 2024, closing a stake of 85,000 shares — an estimated $1.43M sold.

Kodai Capital Management first reported a position in GRDN in Q3 2024 and held it in 1 quarter. The position peaked at $1.43M in Q3 2024. 68 funds tracked by Wall St. Rank hold GRDN as of Q4 2024.

  • Kodai Capital Management reported no remaining Guardian Pharmacy Services position as of Q4 2024 after selling out during the quarter.
  • Kodai Capital Management sold 85,000 Guardian Pharmacy Services shares in Q4 2024, an estimated $1.43M.
  • Kodai Capital Management first reported a position in Guardian Pharmacy Services in Q3 2024 and held it in 1 quarter.
  • Kodai Capital Management's Guardian Pharmacy Services position peaked at $1.43M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q4 2024.

Based on Kodai Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.