MGWM
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Marks Group Wealth Management’s Guidewire Software GWRE Stock Holding History

Marks Group Wealth Management’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
2022
Q2 		– Sell
-2,143
Closed -$203K – 300
2022
Q1 		$203K Sell
2,143
-79
-4% -$7.55K 0.03% 297
2021
Q4 		$252K Buy
2,222
+54
+2% +$6.41K 0.03% 284
2021
Q3 		$258K Sell
2,168
-28
-1% -$3.23K 0.03% 254
2021
Q2 		$248K Buy
2,196
+166
+8% +$17.3K 0.03% 233
2021
Q1 		$206K Buy
+2,030
New +$236K 0.03% 238
2020
Q2 		– Sell
-26,109
Closed -$2.08M – 248
2020
Q1 		$2.08M Buy
26,109
+7,206
+38% +$753K 0.54% 84
2019
Q4 		$2.08M Buy
+18,903
New +$2.11M 0.41% 101

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $4.64B AUM 11.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return