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Squar Milner Financial Services’s Guidewire Software GWRE Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-350
Closed -$27K – 414
2020
Q1 		$27K Buy
350
+43
+14% +$4.49K 0.02% 426
2019
Q4 		$33K Buy
+307
New +$34.3K 0.02% 452
2019
Q3 		– Sell
-31
Closed -$3K – 415
2019
Q2 		$3K Buy
+31
New +$3.16K ﹤0.01% 665

Other funds holding GWRE

Wellington Management Group
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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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $500M AUM 25.3% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Squar Milner Financial Services's GWRE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Guidewire Software (GWRE) in Q2 2020, closing a stake of 350 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in GWRE in Q2 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 363 funds tracked by Wall St. Rank hold GWRE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Guidewire Software position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 350 Guidewire Software shares in Q2 2020, an estimated $27K.
  • Squar Milner Financial Services first reported a position in Guidewire Software in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Guidewire Software position peaked at $33K in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.