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Legacy Private Trust’s Guidewire Software GWRE Stock Holding History

Legacy Private Trust’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
2020
Q1 		– Sell
-5,475
Closed -$601K – 215
2019
Q4 		$601K Hold
5,475
– – 0.06% 166
2019
Q3 		$577K Hold
5,475
– – 0.06% 162
2019
Q2 		$555K Buy
+5,475
New +$558K 0.06% 166

Other funds holding GWRE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Legacy Private Trust's GWRE Position: Q1 2020 in Review

Legacy Private Trust sold out of Guidewire Software (GWRE) in Q1 2020, closing a stake of 5,475 shares — an estimated $601K sold.

Legacy Private Trust first reported a position in GWRE in Q2 2019 and held it in 3 quarters. The position peaked at $601K in Q4 2019. 365 funds tracked by Wall St. Rank hold GWRE as of Q1 2020.

  • Legacy Private Trust reported no remaining Guidewire Software position as of Q1 2020 after selling out during the quarter.
  • Legacy Private Trust sold 5,475 Guidewire Software shares in Q1 2020, an estimated $601K.
  • Legacy Private Trust first reported a position in Guidewire Software in Q2 2019 and held it in 3 quarters.
  • Legacy Private Trust's Guidewire Software position peaked at $601K in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2020.

Based on Legacy Private Trust's 13F filing for Q1 2020, filed 23 Apr 2020.