Chilton Investment Company’s Gartner IT Stock Holding History

Chilton Investment Company’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
2025 Q4	–	Sell	-889	Closed	-$234K	–	291
2025 Q3	$234K	Buy	+889	New	+$259K	﹤0.01%	259
2018 Q2	–	Sell	-11,339	Closed	-$1.33M	–	142
2018 Q1	$1.33M	Buy	+11,339	New	+$1.42M	0.05%	94
2017 Q4	–	Sell	-170,342	Closed	-$21.2M	–	126
2017 Q3	$21.2M	Buy	170,342 +86,110	+102%	+$10.6M	0.82%	38
2017 Q2	$10.4M	Buy	+84,232	New	+$9.78M	0.4%	49
2016 Q4	–	Sell	-57,273	Closed	-$5.07M	–	137
2016 Q3	$5.07M	Buy	57,273 +2,536	+5%	+$238K	0.2%	47
2016 Q2	$5.33M	Hold	54,737	–	–	0.19%	47
2016 Q1	$4.89M	Sell	54,737 -60	-0.1%	-$5.07K	0.18%	49
2015 Q4	$4.97M	Hold	54,797	–	–	0.17%	50
2015 Q3	$4.6M	Sell	54,797 -11,486	-17%	-$1M	0.16%	67
2015 Q2	$5.69M	Sell	66,283 -28,612	-30%	-$2.45M	0.21%	66
2015 Q1	$7.96M	Sell	94,895 -5,658	-6%	-$467K	0.28%	61
2014 Q4	$8.47M	Sell	100,553 -12,191	-11%	-$990K	0.3%	61
2014 Q3	$8.28M	Sell	112,744 -297	-0.3%	-$21.6K	0.28%	71
2014 Q2	$7.97M	Buy	+113,041	New	+$7.88M	0.32%	65

Other funds holding IT

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

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

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return