Lenox Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-165	Closed	-$17K	–	638
2020 Q3	$17K	Hold	165	–	–	﹤0.01%	306
2020 Q2	$18K	Hold	165	–	–	﹤0.01%	306
2020 Q1	$13K	Hold	165	–	–	﹤0.01%	314
2019 Q4	$18K	Buy	+165	New	+$18.5K	﹤0.01%	350

Other funds holding GWRE

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Lenox Wealth Advisors's GWRE Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Guidewire Software (GWRE) in Q4 2020, closing a stake of 165 shares — an estimated $17K sold.

Lenox Wealth Advisors first reported a position in GWRE in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2020. 409 funds tracked by Wall St. Rank hold GWRE as of Q4 2020.

Lenox Wealth Advisors reported no remaining Guidewire Software position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 165 Guidewire Software shares in Q4 2020, an estimated $17K.
Lenox Wealth Advisors first reported a position in Guidewire Software in Q4 2019 and held it in 4 quarters.
Lenox Wealth Advisors's Guidewire Software position peaked at $18K in Q2 2020.
409 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.