Bradley Foster & Sargent’s Gartner IT Stock Holding History

Bradley Foster & Sargent’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 Q1	–	Sell	-13,113	Closed	-$2.02M	–	340
2019 Q4	$2.02M	Hold	13,113	–	–	0.06%	165
2019 Q3	$1.88M	Buy	13,113 +2,005	+18%	+$291K	0.06%	163
2019 Q2	$1.79M	Hold	11,108	–	–	0.06%	174
2019 Q1	$1.69M	Buy	11,108 +1,290	+13%	+$179K	0.06%	180
2018 Q4	$1.25M	Sell	9,818 -4,820	-33%	-$695K	0.05%	186
2018 Q3	$2.32M	Buy	14,638 +1,055	+8%	+$153K	0.08%	163
2018 Q2	$1.8M	Buy	+13,583	New	+$1.74M	0.06%	177

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bradley Foster & Sargent's IT Position: Q1 2020 in Review

Bradley Foster & Sargent sold out of Gartner (IT) in Q1 2020, closing a stake of 13,113 shares — an estimated $2.02M sold.

Bradley Foster & Sargent first reported a position in IT in Q2 2018 and held it in 7 quarters. The position peaked at $2.32M in Q3 2018. 456 funds tracked by Wall St. Rank hold IT as of Q1 2020.

Bradley Foster & Sargent reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
Bradley Foster & Sargent sold 13,113 Gartner shares in Q1 2020, an estimated $2.02M.
Bradley Foster & Sargent first reported a position in Gartner in Q2 2018 and held it in 7 quarters.
Bradley Foster & Sargent's Gartner position peaked at $2.32M in Q3 2018.
456 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Bradley Foster & Sargent's 13F filing for Q1 2020, filed 7 May 2020.