BCM
IT icon

Bares Capital Management’s Gartner IT Stock Holding History

Bares 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
2021
Q2 		– Sell
-292,270
Closed -$53.4M – 27
2021
Q1 		$53.4M Sell
292,270
-2,119,759
-88% -$369M 1% 10
2020
Q4 		$386M Buy
2,412,029
+41,849
+2% +$6.03M 7.15% 7
2020
Q3 		$296M Sell
2,370,180
-48,114
-2% -$6.12M 6.25% 8
2020
Q2 		$293M Sell
2,418,294
-105,645
-4% -$12.2M 7.24% 6
2020
Q1 		$251M Buy
2,523,939
+120,047
+5% +$16.4M 9.06% 7
2019
Q4 		$370M Sell
2,403,892
-22,690
-0.9% -$3.46M 10.39% 3
2019
Q3 		$347M Buy
2,426,582
+67,397
+3% +$9.8M 10.41% 3
2019
Q2 		$380M Sell
2,359,185
-4,835
-0.2% -$756K 10.4% 2
2019
Q1 		$359M Buy
2,364,020
+43,471
+2% +$6.03M 10.08% 2
2018
Q4 		$297M Buy
2,320,549
+130,657
+6% +$18.8M 9.01% 3
2018
Q3 		$347M Buy
2,189,892
+555,868
+34% +$80.6M 9.73% 1
2018
Q2 		$217M Buy
1,634,024
+46,453
+3% +$5.95M 7.57% 4
2018
Q1 		$187M Buy
1,587,571
+303,449
+24% +$37.9M 7.15% 4
2017
Q4 		$158M Buy
1,284,122
+145,204
+13% +$17.6M 6.62% 5
2017
Q3 		$142M Buy
1,138,918
+42,195
+4% +$5.21M 6.39% 7
2017
Q2 		$135M Buy
1,096,723
+5,271
+0.5% +$612K 6.03% 8
2017
Q1 		$118M Sell
1,091,452
-178,816
-14% -$18.4M 5.85% 7
2016
Q4 		$128M Buy
1,270,268
+4,875
+0.4% +$471K 7.64% 4
2016
Q3 		$112M Buy
1,265,393
+249,059
+25% +$23.4M 6.66% 6
2016
Q2 		$99M Hold
1,016,334
– – 7.05% 4
2016
Q1 		$90.8M Buy
1,016,334
+141,041
+16% +$11.9M 6.58% 5
2015
Q4 		$79.4M Buy
875,293
+293,224
+50% +$26M 6.23% 5
2015
Q3 		$48.9M Buy
582,069
+280,575
+93% +$24.4M 4.86% 8
2015
Q2 		$25.9M Buy
+301,494
New +$25.8M 2.42% 13

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bares Capital Management's IT Position: Q2 2021 in Review

Bares Capital Management sold out of Gartner (IT) in Q2 2021, closing a stake of 292,270 shares — an estimated $53.4M sold.

Bares Capital Management first reported a position in IT in Q2 2015 and held it in 24 quarters. The position peaked at $386M in Q4 2020. 608 funds tracked by Wall St. Rank hold IT as of Q2 2021.

  • Bares Capital Management reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
  • Bares Capital Management sold 292,270 Gartner shares in Q2 2021, an estimated $53.4M.
  • Bares Capital Management first reported a position in Gartner in Q2 2015 and held it in 24 quarters.
  • Bares Capital Management's Gartner position peaked at $386M in Q4 2020.
  • 608 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on Bares Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.