Valley National Advisers’s Guidewire Software GWRE Stock Holding History

Valley National Advisers’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	-11	Closed	-$1K	–	873
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	743
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	708
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	716
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	699
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	716
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	720
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	689
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	690
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	718
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	635
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	614
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	588
2017 Q4	$1K	Buy	+11	New	+$849	﹤0.01%	602
2017 Q1	–	Sell	-100	Closed	-$5K	–	633
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	481
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	436
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	434
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	440
2015 Q4	$6K	Hold	100	–	–	﹤0.01%	426
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	442
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	443
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	438
2014 Q4	$5K	Buy	+100	New	+$4.92K	﹤0.01%	333

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valley National Advisers's GWRE Position: Q1 2021 in Review

Valley National Advisers sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Valley National Advisers first reported a position in GWRE in Q4 2014 and held it in 22 quarters. The position peaked at $6K in Q3 2016. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

Valley National Advisers reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
Valley National Advisers sold 11 Guidewire Software shares in Q1 2021, an estimated $1K.
Valley National Advisers first reported a position in Guidewire Software in Q4 2014 and held it in 22 quarters.
Valley National Advisers's Guidewire Software position peaked at $6K in Q3 2016.
379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.