Alera Investment Advisors’s Gartner IT Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-10	Closed	-$2K	–	531
2019 Q1	$2K	Buy	10 +1	+11%	+$139	﹤0.01%	827
2018 Q4	$1K	Buy	+9	New	+$1.3K	﹤0.01%	929

Other funds holding IT

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Alera Investment Advisors's IT Position: Q2 2019 in Review

Alera Investment Advisors sold out of Gartner (IT) in Q2 2019, closing a stake of 10 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in IT in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 449 funds tracked by Wall St. Rank hold IT as of Q2 2019.

Alera Investment Advisors reported no remaining Gartner position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 10 Gartner shares in Q2 2019, an estimated $2K.
Alera Investment Advisors first reported a position in Gartner in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Gartner position peaked at $2K in Q1 2019.
449 funds tracked by Wall St. Rank held Gartner as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.