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True North Advisors’s Guidewire Software GWRE Stock Holding History

True North Advisors’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
Q3 		– Sell
-6,280
Closed -$696K – 195
2020
Q2 		$696K Sell
6,280
-36
-0.6% -$3.46K 0.17% 98
2020
Q1 		$500K Buy
+6,316
New +$660K 0.17% 69

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

True North Advisors's GWRE Position: Q3 2020 in Review

True North Advisors sold out of Guidewire Software (GWRE) in Q3 2020, closing a stake of 6,280 shares — an estimated $696K sold.

True North Advisors first reported a position in GWRE in Q1 2020 and held it in 2 quarters. The position peaked at $696K in Q2 2020. 378 funds tracked by Wall St. Rank hold GWRE as of Q3 2020.

  • True North Advisors reported no remaining Guidewire Software position as of Q3 2020 after selling out during the quarter.
  • True North Advisors sold 6,280 Guidewire Software shares in Q3 2020, an estimated $696K.
  • True North Advisors first reported a position in Guidewire Software in Q1 2020 and held it in 2 quarters.
  • True North Advisors's Guidewire Software position peaked at $696K in Q2 2020.
  • 378 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2020.

Based on True North Advisors's 13F filing for Q3 2020, filed 20 May 2022.