Cider Mill Investments’s Gartner IT Stock Holding History

Cider Mill Investments’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
2018 Q1	–	Sell	-67,100	Closed	-$8.26M	–	32
2017 Q4	$8.26M	Buy	67,100 +19,100	+40%	+$2.32M	3.36%	13
2017 Q3	$5.97M	Buy	+48,000	New	+$5.93M	3.47%	11
2017 Q2	–	Sell	-26,300	Closed	-$2.84M	–	22
2017 Q1	$2.84M	Buy	+26,300	New	+$2.71M	1.81%	20

Other funds holding IT

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Cider Mill Investments's IT Position: Q1 2018 in Review

Cider Mill Investments sold out of Gartner (IT) in Q1 2018, closing a stake of 67,100 shares — an estimated $8.26M sold.

Cider Mill Investments first reported a position in IT in Q1 2017 and held it in 3 quarters. The position peaked at $8.26M in Q4 2017. 440 funds tracked by Wall St. Rank hold IT as of Q1 2018.

Cider Mill Investments reported no remaining Gartner position as of Q1 2018 after selling out during the quarter.
Cider Mill Investments sold 67,100 Gartner shares in Q1 2018, an estimated $8.26M.
Cider Mill Investments first reported a position in Gartner in Q1 2017 and held it in 3 quarters.
Cider Mill Investments's Gartner position peaked at $8.26M in Q4 2017.
440 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

Based on Cider Mill Investments's 13F filing for Q1 2018, filed 15 May 2018.