CCM
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Carderock Capital Management’s Gartner IT Stock Holding History

Carderock Capital 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
2021
Q4 		– Sell
-482
Closed -$146K – 107
2021
Q3 		$146K Buy
+482
New +$140K 0.04% 83
2020
Q1 		– Sell
-26,927
Closed -$4.15M – 71
2019
Q4 		$4.15M Buy
26,927
+613
+2% +$93.6K 1.39% 40
2019
Q3 		$3.76M Buy
26,314
+770
+3% +$112K 1.39% 38
2019
Q2 		$4.11M Buy
25,544
+302
+1% +$47.2K 1.55% 37
2019
Q1 		$3.83M Buy
25,242
+5,914
+31% +$821K 1.56% 33
2018
Q4 		$2.47M Sell
19,328
-1,164
-6% -$168K 1.28% 41
2018
Q3 		$3.25M Buy
20,492
+70
+0.3% +$10.1K 1.28% 40
2018
Q2 		$2.71M Buy
20,422
+276
+1% +$35.3K 1.17% 42
2018
Q1 		$2.37M Buy
20,146
+4,519
+29% +$564K 1.05% 45
2017
Q4 		$1.92M Buy
15,627
+3,564
+30% +$433K 0.85% 49
2017
Q3 		$1.5M Buy
12,063
+5,835
+94% +$721K 0.68% 49
2017
Q2 		$769K Buy
+6,228
New +$723K 0.35% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carderock Capital Management's IT Position: Q4 2021 in Review

Carderock Capital Management sold out of Gartner (IT) in Q4 2021, closing a stake of 482 shares — an estimated $146K sold.

Carderock Capital Management first reported a position in IT in Q2 2017 and held it in 12 quarters. The position peaked at $4.15M in Q4 2019. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Carderock Capital Management reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Carderock Capital Management sold 482 Gartner shares in Q4 2021, an estimated $146K.
  • Carderock Capital Management first reported a position in Gartner in Q2 2017 and held it in 12 quarters.
  • Carderock Capital Management's Gartner position peaked at $4.15M in Q4 2019.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Carderock Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.