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BAM
Burgundy Asset Management’s
Gartner
IT
Stock Holding History
Burgundy Asset Management’s Portfolio
IT Stock Details
IT Fund Activity
Bought
Maintained
Sold
Shares
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
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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