Advisory Alpha’s Gartner IT Stock Holding History

Advisory Alpha’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	–	Sell	-3	Closed	-$425	–	843
2019 Q3	$425	Buy	+3	New	+$436	﹤0.01%	818

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Advisory Alpha's IT Position: Q4 2019 in Review

Advisory Alpha sold out of Gartner (IT) in Q4 2019, closing a stake of 3 shares — an estimated $425 sold.

Advisory Alpha first reported a position in IT in Q3 2019 and held it in 1 quarter. The position peaked at $425 in Q3 2019. 501 funds tracked by Wall St. Rank hold IT as of Q4 2019.

Advisory Alpha reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 3 Gartner shares in Q4 2019, an estimated $425.
Advisory Alpha first reported a position in Gartner in Q3 2019 and held it in 1 quarter.
Advisory Alpha's Gartner position peaked at $425 in Q3 2019.
501 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.