LM Advisors’s Guidewire Software GWRE Stock Holding History

LM 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
2024 Q1	–	Sell	-213	Closed	-$23.2K	–	418
2023 Q4	$23.2K	Buy	+213	New	+$20.3K	﹤0.01%	417

Other funds holding GWRE

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

LM Advisors's GWRE Position: Q1 2024 in Review

LM Advisors sold out of Guidewire Software (GWRE) in Q1 2024, closing a stake of 213 shares — an estimated $23.2K sold.

LM Advisors first reported a position in GWRE in Q4 2023 and held it in 1 quarter. The position peaked at $23.2K in Q4 2023. 405 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

LM Advisors reported no remaining Guidewire Software position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 213 Guidewire Software shares in Q1 2024, an estimated $23.2K.
LM Advisors first reported a position in Guidewire Software in Q4 2023 and held it in 1 quarter.
LM Advisors's Guidewire Software position peaked at $23.2K in Q4 2023.
405 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.