BPM
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Bowling Portfolio Management’s Gartner IT Stock Holding History

Bowling Portfolio 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
2022
Q3 		– Sell
-6,383
Closed -$1.54M – 194
2022
Q2 		$1.54M Buy
6,383
+3,090
+94% +$822K 0.39% 87
2022
Q1 		$980K Sell
3,293
-4,134
-56% -$1.2M 0.21% 137
2021
Q4 		$2.48M Sell
7,427
-117
-2% -$37.6K 0.52% 46
2021
Q3 		$2.29M Buy
7,544
+11
+0.1% +$3.19K 0.52% 48
2021
Q2 		$1.82M Buy
+7,533
New +$1.65M 0.41% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bowling Portfolio Management's IT Position: Q3 2022 in Review

Bowling Portfolio Management sold out of Gartner (IT) in Q3 2022, closing a stake of 6,383 shares — an estimated $1.54M sold.

Bowling Portfolio Management first reported a position in IT in Q2 2021 and held it in 5 quarters. The position peaked at $2.48M in Q4 2021. 695 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Bowling Portfolio Management reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,383 Gartner shares in Q3 2022, an estimated $1.54M.
  • Bowling Portfolio Management first reported a position in Gartner in Q2 2021 and held it in 5 quarters.
  • Bowling Portfolio Management's Gartner position peaked at $2.48M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.