SC
GWRE icon

Scholtz & Company’s Guidewire Software GWRE Stock Holding History

Scholtz & Company’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
2019
Q3 		– Sell
-13,014
Closed -$1.32M – 56
2019
Q2 		$1.32M Sell
13,014
-14,571
-53% -$1.49M 0.85% 36
2019
Q1 		$2.68M Sell
27,585
-1,020
-4% -$91.2K 1.79% 23
2018
Q4 		$2.29M Sell
28,605
-668
-2% -$58.2K 1.99% 20
2018
Q3 		$2.96M Sell
29,273
-1,657
-5% -$159K 1.87% 22
2018
Q2 		$2.75M Sell
30,930
-415
-1% -$36.7K 1.92% 25
2018
Q1 		$2.53M Buy
31,345
+1,270
+4% +$102K 1.88% 22
2017
Q4 		$2.23M Buy
+30,075
New +$2.32M 1.62% 26

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scholtz & Company's GWRE Position: Q3 2019 in Review

Scholtz & Company sold out of Guidewire Software (GWRE) in Q3 2019, closing a stake of 13,014 shares — an estimated $1.32M sold.

Scholtz & Company first reported a position in GWRE in Q4 2017 and held it in 7 quarters. The position peaked at $2.96M in Q3 2018. 310 funds tracked by Wall St. Rank hold GWRE as of Q3 2019.

  • Scholtz & Company reported no remaining Guidewire Software position as of Q3 2019 after selling out during the quarter.
  • Scholtz & Company sold 13,014 Guidewire Software shares in Q3 2019, an estimated $1.32M.
  • Scholtz & Company first reported a position in Guidewire Software in Q4 2017 and held it in 7 quarters.
  • Scholtz & Company's Guidewire Software position peaked at $2.96M in Q3 2018.
  • 310 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2019.

Based on Scholtz & Company's 13F filing for Q3 2019, filed 14 Nov 2019.