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Ativo Capital Management’s Gartner IT Stock Holding History

Ativo Capital Management’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
2022
Q3 		– Sell
-4,661
Closed -$1.13M – 89
2022
Q2 		$1.13M Buy
4,661
+4
+0.1% +$1.06K 0.76% 69
2022
Q1 		$1.39M Buy
+4,657
New +$1.35M 0.71% 65
2018
Q1 		– Sell
-11,638
Closed -$1.43M – 234
2017
Q4 		$1.43M Sell
11,638
-798
-6% -$96.9K 0.38% 88
2017
Q3 		$1.55M Hold
12,436
– – 0.42% 76
2017
Q2 		$1.54M Sell
12,436
-4,181
-25% -$485K 0.42% 75
2017
Q1 		$1.79M Sell
16,617
-2,400
-13% -$247K 0.45% 63
2016
Q4 		$1.92M Sell
19,017
-2
-0% -$193 0.45% 59
2016
Q3 		$1.68M Buy
19,019
+1
+0% +$94 0.39% 79
2016
Q2 		$1.85M Sell
19,018
-1
-0% -$95 0.45% 65
2016
Q1 		$1.7M Hold
19,019
– – 0.46% 67
2015
Q4 		$1.73M Hold
19,019
– – 0.43% 68
2015
Q3 		$1.64M Buy
19,019
+13,899
+271% +$1.21M 0.44% 70
2015
Q2 		$460K Buy
5,120
+823
+19% +$70.6K 0.16% 162
2015
Q1 		$360K Sell
4,297
-16,945
-80% -$1.4M 0.14% 165
2014
Q4 		$1.79M Buy
21,242
+16,721
+370% +$1.36M 0.73% 42
2014
Q3 		$332K Buy
+4,521
New +$329K 0.13% 164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ativo Capital Management's IT Position: Q3 2022 in Review

Ativo Capital Management sold out of Gartner (IT) in Q3 2022, closing a stake of 4,661 shares — an estimated $1.13M sold.

Ativo Capital Management first reported a position in IT in Q3 2014 and held it in 16 quarters. The position peaked at $1.92M in Q4 2016. 695 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Ativo Capital Management reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Ativo Capital Management sold 4,661 Gartner shares in Q3 2022, an estimated $1.13M.
  • Ativo Capital Management first reported a position in Gartner in Q3 2014 and held it in 16 quarters.
  • Ativo Capital Management's Gartner position peaked at $1.92M in Q4 2016.
  • 695 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Ativo Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.