Baird’s Gartner IT Stock Holding History

Baird’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
2015 Q1	$51.1M	Buy	609,616 +213,898	+54%	+$17.6M	0.52%	41
2014 Q4	$33.3M	Buy	395,718 +13,616	+4%	+$1.11M	0.35%	90
2014 Q3	$28.1M	Buy	382,102 +376,975	+7,353%	+$27.4M	0.39%	85
2014 Q2	$362K	Sell	5,127 -5,994	-54%	-$418K	0.01%	933
2014 Q1	$772K	Buy	11,121 +170	+2%	+$11.8K	0.01%	706
2013 Q4	$778K	Sell	10,951 -200	-2%	-$12.6K	0.01%	688
2013 Q3	$669K	Sell	11,151 -303	-3%	-$17.8K	0.01%	687
2013 Q2	$653K	Buy	+11,454	New	+$650K	0.01%	678

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baird's IT Position: Q1 2015 in Review

Baird increased its Gartner (IT) stake by 54% in Q1 2015, buying an estimated $17.6M and bringing the position to 609,616 shares worth $51.1M. The position accounts for 0.52% of the portfolio, ranked #41.

Baird first reported a position in IT in Q2 2013 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold IT as of Q1 2015.

Baird held 609,616 shares of Gartner worth $51.1M as of Q1 2015.
Baird bought 213,898 Gartner shares in Q1 2015, an estimated $17.6M.
Gartner made up 0.52% of Baird's portfolio in Q1 2015, its #41 holding.
Baird first reported a position in Gartner in Q2 2013 and has held it in 8 quarters since.
288 funds tracked by Wall St. Rank held Gartner as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.