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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 $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $999B AUM 46.22% 1-Year Est. Return

Brinker Capital's IT Position: Q2 2020 in Review

Brinker Capital increased its Gartner (IT) stake by 2.6% in Q2 2020, buying an estimated $24.1K and bringing the position to 8,258 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #498.

Brinker Capital first reported a position in IT in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.02M in Q2 2019. 470 funds tracked by Wall St. Rank hold IT as of Q2 2020.

  • Brinker Capital held 8,258 shares of Gartner worth $1M as of Q2 2020.
  • Brinker Capital bought 209 Gartner shares in Q2 2020, an estimated $24.1K.
  • Gartner made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #498 holding.
  • Brinker Capital first reported a position in Gartner in Q4 2016 and has held it in 15 quarters since.
  • Brinker Capital's Gartner position peaked at $2.02M in Q2 2019.
  • 470 funds tracked by Wall St. Rank held Gartner as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.