BFS
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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