UCFA
GH icon

United Capital Financial Advisors’s Guardant Health GH Stock Holding History

United Capital Financial Advisors’s Portfolio GH Stock Details GH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,100
Closed -$1.39M – 1220
2021
Q3 		$1.39M Buy
11,100
+1,133
+11% +$135K 0.01% 598
2021
Q2 		$1.24M Buy
9,967
+600
+6% +$80.7K 0.01% 642
2021
Q1 		$1.43M Buy
9,367
+1,755
+23% +$265K 0.01% 579
2020
Q4 		$981K Buy
+7,612
New +$876K 0.01% 681
2020
Q1 		– Sell
-2,791
Closed -$218K – 1262
2019
Q4 		$218K Sell
2,791
-477
-15% -$34.4K ﹤0.01% 1254
2019
Q3 		$209K Sell
3,268
-140
-4% -$12.3K ﹤0.01% 1180
2019
Q2 		$294K Buy
3,408
+58
+2% +$4.43K ﹤0.01% 1222
2019
Q1 		$257K Buy
+3,350
New +$186K ﹤0.01% 1181

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return