Burgundy Asset Management’s Gartner IT Stock Holding History

Burgundy Asset 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 Q1	–	Sell	-1,565	Closed	-$523K	–	116
2021 Q4	$523K	Hold	1,565	–	–	0.01%	104
2021 Q3	$476K	Hold	1,565	–	–	﹤0.01%	105
2021 Q2	$379K	Hold	1,565	–	–	﹤0.01%	112
2021 Q1	$286K	Hold	1,565	–	–	﹤0.01%	113
2020 Q4	$251K	Buy	+1,565	New	+$225K	﹤0.01%	110
2020 Q1	–	Sell	-297,054	Closed	-$45.8M	–	110
2019 Q4	$45.8M	Sell	297,054 -16,347	-5%	-$2.5M	0.45%	58
2019 Q3	$44.8M	Buy	313,401 +2,755	+0.9%	+$400K	0.45%	55
2019 Q2	$50M	Sell	310,646 -2,476	-0.8%	-$387K	0.5%	52
2019 Q1	$47.5M	Sell	313,122 -39,028	-11%	-$5.42M	0.49%	56
2018 Q4	$45M	Sell	352,150 -42,756	-11%	-$6.17M	0.48%	55
2018 Q3	$62.6M	Sell	394,906 -28,731	-7%	-$4.17M	0.58%	50
2018 Q2	$56.3M	Buy	423,637 +12,316	+3%	+$1.58M	0.54%	55
2018 Q1	$48.4M	Buy	411,321 +13,738	+3%	+$1.72M	0.45%	57
2017 Q4	$49M	Buy	397,583 +8,932	+2%	+$1.08M	0.45%	57
2017 Q3	$48.4M	Buy	388,651 +56,507	+17%	+$6.98M	0.46%	60
2017 Q2	$41M	Buy	+332,144	New	+$38.5M	0.39%	63

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burgundy Asset Management's IT Position: Q1 2022 in Review

Burgundy Asset Management sold out of Gartner (IT) in Q1 2022, closing a stake of 1,565 shares — an estimated $523K sold.

Burgundy Asset Management first reported a position in IT in Q2 2017 and held it in 16 quarters. The position peaked at $62.6M in Q3 2018. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

Burgundy Asset Management reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
Burgundy Asset Management sold 1,565 Gartner shares in Q1 2022, an estimated $523K.
Burgundy Asset Management first reported a position in Gartner in Q2 2017 and held it in 16 quarters.
Burgundy Asset Management's Gartner position peaked at $62.6M in Q3 2018.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Burgundy Asset Management's 13F filing for Q1 2022, filed 12 May 2022.