Capital Guardian Trust’s Gartner IT Stock Holding History

Capital Guardian 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
2019 Q2	–	Sell	-505	Closed	-$77K	–	270
2019 Q1	$77K	Buy	+505	New	+$70.1K	﹤0.01%	247
2018 Q4	–	Sell	-508	Closed	-$81K	–	360
2018 Q3	$81K	Buy	+508	New	+$73.7K	﹤0.01%	292
2017 Q2	–	Sell	-7,064	Closed	-$763K	–	366
2017 Q1	$763K	Hold	7,064	–	–	0.01%	251
2016 Q4	$714K	Hold	7,064	–	–	0.01%	270
2016 Q3	$625K	Hold	7,064	–	–	﹤0.01%	271
2016 Q2	$688K	Sell	7,064 -272	-4%	-$25.8K	0.01%	270
2016 Q1	$655K	Sell	7,336 -4,817	-40%	-$407K	0.01%	269
2015 Q4	$1.1M	Hold	12,153	–	–	0.01%	245
2015 Q3	$1.02M	Hold	12,153	–	–	0.01%	253
2015 Q2	$1.04M	Hold	12,153	–	–	0.01%	251
2015 Q1	$1.02M	Buy	+12,153	New	+$1M	0.01%	247
2014 Q1	–	Sell	-30	Closed	-$2K	–	529
2013 Q4	$2K	Buy	+30	New	+$1.89K	﹤0.01%	555

Other funds holding IT

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

T. Rowe Price Associates

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

Polen Capital Management

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

Principal Financial Group

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return