Caldera Capital’s Gartner IT Stock Holding History

Caldera 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
2017 Q4	–	Sell	-74,616	Closed	-$9.28M	–	23
2017 Q3	$9.28M	Sell	74,616 -35,949	-33%	-$4.44M	7.7%	7
2017 Q2	$13.7M	Buy	110,565 +6,089	+6%	+$707K	12.73%	2
2017 Q1	$11.3M	Buy	+104,476	New	+$10.8M	8.87%	4

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Caldera Capital's IT Position: Q4 2017 in Review

Caldera Capital sold out of Gartner (IT) in Q4 2017, closing a stake of 74,616 shares — an estimated $9.28M sold.

Caldera Capital first reported a position in IT in Q1 2017 and held it in 3 quarters. The position peaked at $13.7M in Q2 2017. 427 funds tracked by Wall St. Rank hold IT as of Q4 2017.

Caldera Capital reported no remaining Gartner position as of Q4 2017 after selling out during the quarter.
Caldera Capital sold 74,616 Gartner shares in Q4 2017, an estimated $9.28M.
Caldera Capital first reported a position in Gartner in Q1 2017 and held it in 3 quarters.
Caldera Capital's Gartner position peaked at $13.7M in Q2 2017.
427 funds tracked by Wall St. Rank held Gartner as of Q4 2017.

Based on Caldera Capital's 13F filing for Q4 2017, filed 13 Feb 2018.