BIM
IT icon

Bogle Investment Management’s Gartner IT Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-26,142
Closed -$3.27M – 204
2020
Q3 		$3.27M Sell
26,142
-10,442
-29% -$1.33M 0.96% 20
2020
Q2 		$4.44M Sell
36,584
-22,894
-38% -$2.65M 0.74% 38
2020
Q1 		$5.92M Buy
+59,478
New +$8.15M 0.62% 69

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Bogle Investment Management's IT Position: Q4 2020 in Review

Bogle Investment Management sold out of Gartner (IT) in Q4 2020, closing a stake of 26,142 shares — an estimated $3.27M sold.

Bogle Investment Management first reported a position in IT in Q1 2020 and held it in 3 quarters. The position peaked at $5.92M in Q1 2020. 549 funds tracked by Wall St. Rank hold IT as of Q4 2020.

  • Bogle Investment Management reported no remaining Gartner position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 26,142 Gartner shares in Q4 2020, an estimated $3.27M.
  • Bogle Investment Management first reported a position in Gartner in Q1 2020 and held it in 3 quarters.
  • Bogle Investment Management's Gartner position peaked at $5.92M in Q1 2020.
  • 549 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.