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Phoenix Financial’s Guidewire Software GWRE Stock Holding History

Phoenix Financial’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
2021
Q1 		– Sell
-2,421
Closed -$309K – 432
2020
Q4 		$309K Sell
2,421
-19,429
-89% -$2.22M 0.01% 290
2020
Q3 		$2.17M Sell
21,850
-1,602
-7% -$180K 0.09% 141
2020
Q2 		$2.43M Sell
23,452
-401
-2% -$38.5K 0.1% 144
2020
Q1 		$1.83M Buy
+23,853
New +$2.49M 0.09% 162

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Financial's GWRE Position: Q1 2021 in Review

Phoenix Financial sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 2,421 shares — an estimated $309K sold.

Phoenix Financial first reported a position in GWRE in Q1 2020 and held it in 4 quarters. The position peaked at $2.43M in Q2 2020. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

  • Phoenix Financial reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
  • Phoenix Financial sold 2,421 Guidewire Software shares in Q1 2021, an estimated $309K.
  • Phoenix Financial first reported a position in Guidewire Software in Q1 2020 and held it in 4 quarters.
  • Phoenix Financial's Guidewire Software position peaked at $2.43M in Q2 2020.
  • 379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.