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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

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