MCM
Marsico Capital Management’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-51,859
| Closed | -$3.68M | – | 86 |
|
|
2022
Q2 | $3.68M | Hold |
51,859
| – | – | 0.18% | 64 |
|
|
2022
Q1 | $4.91M | Hold |
51,859
| – | – | 0.17% | 69 |
|
|
2021
Q4 | $5.89M | Hold |
51,859
| – | – | 0.17% | 66 |
|
|
2021
Q3 | $6.16M | Hold |
51,859
| – | – | 0.19% | 66 |
|
|
2021
Q2 | $5.85M | Hold |
51,859
| – | – | 0.14% | 68 |
|
|
2021
Q1 | $5.27M | Hold |
51,859
| – | – | 0.14% | 69 |
|
|
2020
Q4 | $6.68M | Hold |
51,859
| – | – | 0.17% | 60 |
|
|
2020
Q3 | $5.41M | Hold |
51,859
| – | – | 0.15% | 61 |
|
|
2020
Q2 | $5.75M | Sell |
51,859
-5,812
| -10% | -$644K | 0.18% | 53 |
|
|
2020
Q1 | $4.57M | Hold |
57,671
| – | – | 0.2% | 52 |
|
|
2019
Q4 | $6.33M | Sell |
57,671
-15,532
| -21% | -$1.71M | 0.23% | 48 |
|
|
2019
Q3 | $7.71M | Buy |
73,203
+2,525
| +4% | +$266K | 0.3% | 40 |
|
|
2019
Q2 | $7.17M | Buy |
70,678
+15,145
| +27% | +$1.54M | 0.26% | 39 |
|
|
2019
Q1 | $5.4M | Sell |
55,533
-4,928
| -8% | -$479K | 0.19% | 50 |
|
|
2018
Q4 | $4.85M | Hold |
60,461
| – | – | 0.2% | 48 |
|
|
2018
Q3 | $6.11M | Buy |
60,461
+8,009
| +15% | +$809K | 0.21% | 53 |
|
|
2018
Q2 | $4.66M | Hold |
52,452
| – | – | 0.17% | 55 |
|
|
2018
Q1 | $4.24M | Buy |
52,452
+12,098
| +30% | +$978K | 0.16% | 58 |
|
|
2017
Q4 | $3M | Buy |
+40,354
| New | +$3M | 0.12% | 74 |
|