OAM
GRDN

Ophir Asset Management’s Guardian Pharmacy Services GRDN Stock Holding History

Ophir Asset 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
-559,636
Closed -$9.4M – 40
2024
Q3 		$9.4M Buy
+559,636
New +$9.43M 1.45% 24

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

Ophir Asset Management's GRDN Position: Q4 2024 in Review

Ophir Asset Management sold out of Guardian Pharmacy Services (GRDN) in Q4 2024, closing a stake of 559,636 shares — an estimated $9.4M sold.

Ophir Asset Management first reported a position in GRDN in Q3 2024 and held it in 1 quarter. The position peaked at $9.4M in Q3 2024. 68 funds tracked by Wall St. Rank hold GRDN as of Q4 2024.

  • Ophir Asset Management reported no remaining Guardian Pharmacy Services position as of Q4 2024 after selling out during the quarter.
  • Ophir Asset Management sold 559,636 Guardian Pharmacy Services shares in Q4 2024, an estimated $9.4M.
  • Ophir Asset Management first reported a position in Guardian Pharmacy Services in Q3 2024 and held it in 1 quarter.
  • Ophir Asset Management's Guardian Pharmacy Services position peaked at $9.4M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q4 2024.

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