AG
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Aperio Group’s Gartner IT Stock Holding History

Aperio 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
2020
Q4 		$4.71M Sell
29,374
-1,024
-3% -$148K 0.01% 858
2020
Q3 		$3.8M Buy
30,398
+1,386
+5% +$176K 0.01% 830
2020
Q2 		$3.52M Buy
29,012
+4,340
+18% +$501K 0.01% 867
2020
Q1 		$2.46M Sell
24,672
-3,945
-14% -$540K 0.01% 938
2019
Q4 		$4.41M Buy
28,617
+5,120
+22% +$782K 0.02% 782
2019
Q3 		$3.36M Buy
23,497
+4,815
+26% +$700K 0.01% 852
2019
Q2 		$3.01M Buy
18,682
+741
+4% +$116K 0.01% 896
2019
Q1 		$2.72M Sell
17,941
-3,016
-14% -$419K 0.01% 923
2018
Q4 		$2.68M Buy
20,957
+863
+4% +$125K 0.01% 869
2018
Q3 		$3.19M Buy
20,094
+862
+4% +$125K 0.01% 837
2018
Q2 		$2.56M Sell
19,232
-672
-3% -$86K 0.01% 912
2018
Q1 		$2.34M Sell
19,904
-172
-0.9% -$21.5K 0.01% 931
2017
Q4 		$2.47M Buy
20,076
+188
+0.9% +$22.8K 0.01% 915
2017
Q3 		$2.47M Sell
19,888
-1,947
-9% -$241K 0.01% 856
2017
Q2 		$2.7M Buy
21,835
+7,460
+52% +$866K 0.02% 795
2017
Q1 		$1.55M Buy
14,375
+817
+6% +$84.2K 0.01% 958
2016
Q4 		$1.37M Sell
13,558
-342
-2% -$33K 0.01% 971
2016
Q3 		$1.23M Buy
13,900
+485
+4% +$45.5K 0.01% 1008
2016
Q2 		$1.31M Sell
13,415
-1,033
-7% -$98.2K 0.01% 958
2016
Q1 		$1.29M Buy
14,448
+792
+6% +$67K 0.01% 939
2015
Q4 		$1.24M Buy
13,656
+2,080
+18% +$184K 0.01% 921
2015
Q3 		$972K Buy
11,576
+2,741
+31% +$239K 0.01% 991
2015
Q2 		$758K Buy
8,835
+1,488
+20% +$128K 0.01% 1110
2015
Q1 		$616K Buy
7,347
+305
+4% +$25.2K 0.01% 1163
2014
Q4 		$593K Buy
7,042
+1,344
+24% +$109K 0.01% 1140
2014
Q3 		$419K Buy
5,698
+1,605
+39% +$117K 0.01% 1221
2014
Q2 		$289K Buy
4,093
+293
+8% +$20.4K ﹤0.01% 1415
2014
Q1 		$264K Buy
+3,800
New +$263K ﹤0.01% 1711
2013
Q4 		– Hold
0
– – – 1717

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Aperio Group's IT Position: Q4 2020 in Review

Aperio Group reduced its Gartner (IT) stake by 3.4% in Q4 2020, selling an estimated $148K and leaving 29,374 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #858.

Aperio Group first reported a position in IT in Q1 2014 and has held it in 28 quarters since. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

  • Aperio Group held 29,374 shares of Gartner worth $4.71M as of Q4 2020.
  • Aperio Group sold 1,024 Gartner shares in Q4 2020, an estimated $148K.
  • Gartner made up 0.01% of Aperio Group's portfolio in Q4 2020, its #858 holding.
  • Aperio Group first reported a position in Gartner in Q1 2014 and has held it in 28 quarters since.
  • 550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.