GH β€” GUARDANT HEALTH INC

Ownership history in Values First Advisors, Inc.  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in GUARDANT HEALTH INC (GH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.14% (2025 Q4)
πŸ“Š Avg. % of fund
0.6%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Values First Advisors, Inc. Γ— GH AI Analytics

πŸ“ˆ Values First Advisors, Inc. outperformed the S&P 500 by +12.8% annually on this GH position. Timing score: 56% (9/16 decisions correct). Average cost basis: $38.18. Maximum drawdown during holding period: –79.4%.

πŸ“ˆ Position Alpha vs SPY
+12.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.8% per year on this position.
16 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
9 of 16 add/trim decisions correct

πŸ’° Entry Quality
$38.18
+167.5% vs current ($102.14)

Best entry: $20.63 (2024 Q1)  Β·  Worst: $100.02 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–79.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

11 adds Β· 6 trims. Bought during 6 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Values First Advisors, Inc. has been actively increasing its GH allocation β€” a bullish signal from insiders.
Currently 1.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,488 -9,554 -30.8% 1.14% $2.2M $102.14
2025 Q3 REDUCED 31,042 -1,497 -4.6% 1.04% $1.9M $62.48
2025 Q2 ADDED 32,539 +2,942 +9.9% 0.92% $1.7M $52.04
2025 Q1 ADDED 29,597 +1,538 +5.5% 0.74% $1.3M $42.60
2024 Q4 REDUCED 28,059 -3,966 -12.4% 0.47% $857K $30.55
2024 Q3 ADDED 32,025 +3,777 +13.4% 0.40% $735K $22.94
2024 Q2 REDUCED 28,248 -7,863 -21.8% 0.49% $816K $28.88
2024 Q1 ADDED 36,111 +976 +2.8% 0.44% $745K $20.63
2023 Q4 ADDED 35,135 +4,604 +15.1% 0.57% $950K $27.05
2023 Q3 REDUCED 30,531 -12,117 -28.4% 0.58% $905K $29.64
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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