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IT icon

Bailard’s Gartner IT Stock Holding History

Bailard’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
2017
Q4 		– Sell
-1,633
Closed -$203K – 438
2017
Q3 		$203K Buy
+1,633
New +$202K 0.02% 289

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bailard's IT Position: Q4 2017 in Review

Bailard sold out of Gartner (IT) in Q4 2017, closing a stake of 1,633 shares — an estimated $203K sold.

Bailard first reported a position in IT in Q3 2017 and held it in 1 quarter. The position peaked at $203K in Q3 2017. 427 funds tracked by Wall St. Rank hold IT as of Q4 2017.

  • Bailard reported no remaining Gartner position as of Q4 2017 after selling out during the quarter.
  • Bailard sold 1,633 Gartner shares in Q4 2017, an estimated $203K.
  • Bailard first reported a position in Gartner in Q3 2017 and held it in 1 quarter.
  • Bailard's Gartner position peaked at $203K in Q3 2017.
  • 427 funds tracked by Wall St. Rank held Gartner as of Q4 2017.

Based on Bailard's 13F filing for Q4 2017, filed 8 Feb 2018.