BC
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Brinker Capital’s Gartner IT Stock Holding History

Brinker Capital’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
Q2 		$1M Buy
8,258
+209
+3% +$24.1K 0.03% 498
2020
Q1 		$801K Sell
8,049
-3,528
-30% -$483K 0.03% 496
2019
Q4 		$1.78M Sell
11,577
-1,149
-9% -$175K 0.06% 346
2019
Q3 		$1.82M Buy
12,726
+172
+1% +$25K 0.06% 328
2019
Q2 		$2.02M Buy
12,554
+259
+2% +$40.5K 0.07% 281
2019
Q1 		$1.86M Buy
12,295
+679
+6% +$94.2K 0.07% 292
2018
Q4 		$1.49M Buy
11,616
+581
+5% +$83.8K 0.07% 292
2018
Q3 		$1.75M Sell
11,035
-380
-3% -$55.1K 0.06% 333
2018
Q2 		$1.52M Buy
11,415
+607
+6% +$77.7K 0.06% 353
2018
Q1 		$1.27M Buy
10,808
+204
+2% +$25.5K 0.05% 404
2017
Q4 		$1.31M Sell
10,604
-4,014
-27% -$487K 0.05% 351
2017
Q3 		$1.82M Buy
14,618
+556
+4% +$68.7K 0.08% 253
2017
Q2 		$1.74M Buy
14,062
+1,629
+13% +$189K 0.08% 249
2017
Q1 		$1.34M Buy
12,433
+9,015
+264% +$929K 0.06% 287
2016
Q4 		$345K Buy
+3,418
New +$330K 0.02% 538

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 $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return