Capital Bank & Trust’s Gartner IT Stock Holding History

Capital Bank & Trust’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
2021 Q2	–	Sell	-7,569	Closed	-$1.38M	–	278
2021 Q1	$1.38M	Hold	7,569	–	–	0.02%	210
2020 Q4	$1.21M	Hold	7,569	–	–	0.01%	214
2020 Q3	$946K	Hold	7,569	–	–	0.01%	210
2020 Q2	$918K	Hold	7,569	–	–	0.01%	203
2020 Q1	$754K	Hold	7,569	–	–	0.01%	194
2019 Q4	$1.17M	Hold	7,569	–	–	0.02%	188
2019 Q3	$1.08M	Hold	7,569	–	–	0.02%	182
2019 Q2	$1.22M	Buy	7,569 +505	+7%	+$79K	0.02%	191
2019 Q1	$1.07M	Hold	7,064	–	–	0.01%	189
2018 Q4	$903K	Sell	7,064 -510	-7%	-$73.6K	0.01%	190
2018 Q3	$1.2M	Buy	7,574 +510	+7%	+$73.9K	0.01%	187
2018 Q2	$939K	Hold	7,064	–	–	0.01%	195
2018 Q1	$831K	Hold	7,064	–	–	0.01%	191
2017 Q4	$870K	Hold	7,064	–	–	0.01%	191
2017 Q3	$879K	Hold	7,064	–	–	0.01%	186
2017 Q2	$872K	Buy	+7,064	New	+$820K	0.01%	184

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Bank & Trust's IT Position: Q2 2021 in Review

Capital Bank & Trust sold out of Gartner (IT) in Q2 2021, closing a stake of 7,569 shares — an estimated $1.38M sold.

Capital Bank & Trust first reported a position in IT in Q2 2017 and held it in 16 quarters. The position peaked at $1.38M in Q1 2021. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

Capital Bank & Trust reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
Capital Bank & Trust sold 7,569 Gartner shares in Q2 2021, an estimated $1.38M.
Capital Bank & Trust first reported a position in Gartner in Q2 2017 and held it in 16 quarters.
Capital Bank & Trust's Gartner position peaked at $1.38M in Q1 2021.
609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on Capital Bank & Trust's 13F filing for Q2 2021, filed 16 Aug 2021.