Montag & Associates’s Guardant Health GH Stock Holding History

Montag & Associates’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-430	Closed	-$11.6K	–	988
2023 Q4	$11.6K	Hold	430	–	–	﹤0.01%	760
2023 Q3	$12.7K	Hold	430	–	–	﹤0.01%	711
2023 Q2	$15.4K	Hold	430	–	–	﹤0.01%	699
2023 Q1	$10.1K	Hold	430	–	–	﹤0.01%	742
2022 Q4	$11.7K	Hold	430	–	–	﹤0.01%	721
2022 Q3	$23K	Hold	430	–	–	﹤0.01%	646
2022 Q2	$17K	Hold	430	–	–	﹤0.01%	653
2022 Q1	$28K	Sell	430 -1,000	-70%	-$68.4K	﹤0.01%	641
2021 Q4	$143K	Hold	1,430	–	–	0.01%	428
2021 Q3	$179K	Hold	1,430	–	–	0.01%	395
2021 Q2	$178K	Hold	1,430	–	–	0.01%	404
2021 Q1	$218K	Hold	1,430	–	–	0.01%	376
2020 Q4	$184K	Buy	+1,430	New	+$165K	0.01%	373

Other funds holding GH

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Montag & Associates's GH Position: Q1 2024 in Review

Montag & Associates sold out of Guardant Health (GH) in Q1 2024, closing a stake of 430 shares — an estimated $11.6K sold.

Montag & Associates first reported a position in GH in Q4 2020 and held it in 13 quarters. The position peaked at $218K in Q1 2021. 258 funds tracked by Wall St. Rank hold GH as of Q1 2024.

Montag & Associates reported no remaining Guardant Health position as of Q1 2024 after selling out during the quarter.
Montag & Associates sold 430 Guardant Health shares in Q1 2024, an estimated $11.6K.
Montag & Associates first reported a position in Guardant Health in Q4 2020 and held it in 13 quarters.
Montag & Associates's Guardant Health position peaked at $218K in Q1 2021.
258 funds tracked by Wall St. Rank held Guardant Health as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.