BC
IT icon

Barnett & Company’s Gartner IT Stock Holding History

Barnett & Company’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
Q3 		– Sell
-124
Closed -$30K – 227
2021
Q2 		$30K Hold
124
– – 0.02% 169
2021
Q1 		$23K Buy
+124
New +$21.6K 0.01% 205
2019
Q1 		– Sell
-21
Closed -$3K – 314
2018
Q4 		$3K Buy
+21
New +$3.03K ﹤0.01% 305

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barnett & Company's IT Position: Q3 2021 in Review

Barnett & Company sold out of Gartner (IT) in Q3 2021, closing a stake of 124 shares — an estimated $30K sold.

Barnett & Company first reported a position in IT in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2021. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Barnett & Company reported no remaining Gartner position as of Q3 2021 after selling out during the quarter.
  • Barnett & Company sold 124 Gartner shares in Q3 2021, an estimated $30K.
  • Barnett & Company first reported a position in Gartner in Q4 2018 and held it in 3 quarters.
  • Barnett & Company's Gartner position peaked at $30K in Q2 2021.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Barnett & Company's 13F filing for Q3 2021, filed 4 Nov 2021.