CM
IT icon

Caption Management’s Gartner IT Stock Holding History

Caption 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
2020
Q4 		– Sell
-6,800
Closed -$849K – 1108
2020
Q3 		$849K Buy
+6,800
New +$865K 0.02% 669
2020
Q2 		– Sell
-1,000
Closed -$100K – 1069
2020
Q1 		$100K Buy
+1,000
New +$137K 0.01% 768

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
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
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Caption Management's IT Position: Q4 2020 in Review

Caption Management sold out of Gartner (IT) in Q4 2020, closing a stake of 6,800 shares — an estimated $849K sold.

Caption Management first reported a position in IT in Q1 2020 and held it in 2 quarters. The position peaked at $849K in Q3 2020. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

  • Caption Management reported no remaining Gartner position as of Q4 2020 after selling out during the quarter.
  • Caption Management sold 6,800 Gartner shares in Q4 2020, an estimated $849K.
  • Caption Management first reported a position in Gartner in Q1 2020 and held it in 2 quarters.
  • Caption Management's Gartner position peaked at $849K in Q3 2020.
  • 550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Caption Management's 13F filing for Q4 2020, filed 16 Feb 2021.