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Berman Capital Advisors’s Gartner IT Stock Holding History

Berman Capital Advisors’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 		$86K Buy
285
+38
+15% +$11K 0.01% 485
2021
Q2 		$59K Buy
247
+23
+10% +$5.03K 0.01% 523
2021
Q1 		$40K Buy
224
+139
+164% +$24.2K 0.01% 562
2020
Q4 		$13K Buy
85
+8
+10% +$1.15K ﹤0.01% 818
2020
Q3 		$9K Sell
77
-3
-4% -$381 ﹤0.01% 836
2020
Q2 		$9K Buy
+80
New +$9.24K ﹤0.01% 797
2020
Q1 		– Sell
-10
Closed -$1K – 1564
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1340
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1326
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1337
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1219
2018
Q4 		$1K Buy
+10
New +$1.44K ﹤0.01% 1010

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 $11.6B AUM 8.03% 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

Berman Capital Advisors's IT Position: Q3 2021 in Review

Berman Capital Advisors increased its Gartner (IT) stake by 15% in Q3 2021, buying an estimated $11K and bringing the position to 285 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #485.

Berman Capital Advisors first reported a position in IT in Q4 2018 and has held it in 11 quarters since. 646 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Berman Capital Advisors held 285 shares of Gartner worth $86K as of Q3 2021.
  • Berman Capital Advisors bought 38 Gartner shares in Q3 2021, an estimated $11K.
  • Gartner made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #485 holding.
  • Berman Capital Advisors first reported a position in Gartner in Q4 2018 and has held it in 11 quarters since.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.