MIM
GRDN

Monashee Investment Management’s Guardian Pharmacy Services GRDN Stock Holding History

Monashee Investment Management’s Portfolio GRDN Stock Details GRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150,000
Closed -$2.52M – 126
2024
Q3 		$2.52M Buy
+150,000
New +$2.53M 0.27% 55

Other funds holding GRDN

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Monashee Investment Management's GRDN Position: Q4 2024 in Review

Monashee Investment Management sold out of Guardian Pharmacy Services (GRDN) in Q4 2024, closing a stake of 150,000 shares — an estimated $2.52M sold.

Monashee Investment Management first reported a position in GRDN in Q3 2024 and held it in 1 quarter. The position peaked at $2.52M in Q3 2024. 68 funds tracked by Wall St. Rank hold GRDN as of Q4 2024.

  • Monashee Investment Management reported no remaining Guardian Pharmacy Services position as of Q4 2024 after selling out during the quarter.
  • Monashee Investment Management sold 150,000 Guardian Pharmacy Services shares in Q4 2024, an estimated $2.52M.
  • Monashee Investment Management first reported a position in Guardian Pharmacy Services in Q3 2024 and held it in 1 quarter.
  • Monashee Investment Management's Guardian Pharmacy Services position peaked at $2.52M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q4 2024.

Based on Monashee Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.