AG
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Advisor Group’s Gartner IT Stock Holding History

Advisor Group’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$767K Buy
4,978
+535
+12% +$81.7K 0.01% 1374
2019
Q3 		$636K Buy
4,443
+324
+8% +$47.1K ﹤0.01% 1437
2019
Q2 		$663K Buy
4,119
+239
+6% +$37.4K 0.01% 1418
2019
Q1 		$589K Buy
3,880
+203
+6% +$28.2K ﹤0.01% 1473
2018
Q4 		$469K Sell
3,677
-106
-3% -$15.3K ﹤0.01% 1445
2018
Q3 		$601K Buy
3,783
+1,190
+46% +$173K 0.01% 1334
2018
Q2 		$344K Sell
2,593
-109
-4% -$14K ﹤0.01% 1598
2018
Q1 		$318K Sell
2,702
-123
-4% -$15.4K ﹤0.01% 1642
2017
Q4 		$347K Sell
2,825
-433
-13% -$52.6K ﹤0.01% 1586
2017
Q3 		$406K Buy
3,258
+1,223
+60% +$151K 0.01% 1332
2017
Q2 		$252K Buy
2,035
+240
+13% +$27.9K ﹤0.01% 1612
2017
Q1 		$194K Sell
1,795
-173
-9% -$17.8K ﹤0.01% 1686
2016
Q4 		$199K Sell
1,968
-80
-4% -$7.73K ﹤0.01% 1553
2016
Q3 		$181K Buy
2,048
+8
+0.4% +$750 ﹤0.01% 1591
2016
Q2 		$197K Buy
+2,040
New +$194K 0.01% 1477

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Advisor Group's IT Position: Q4 2019 in Review

Advisor Group increased its Gartner (IT) stake by 12% in Q4 2019, buying an estimated $81.7K and bringing the position to 4,978 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #1374.

Advisor Group first reported a position in IT in Q2 2016 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold IT as of Q4 2019.

  • Advisor Group held 4,978 shares of Gartner worth $767K as of Q4 2019.
  • Advisor Group bought 535 Gartner shares in Q4 2019, an estimated $81.7K.
  • Gartner made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1374 holding.
  • Advisor Group first reported a position in Gartner in Q2 2016 and has held it in 15 quarters since.
  • 501 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.