ClearArc Capital’s Gartner IT Stock Holding History

ClearArc Capital’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
2019 Q3	–	Sell	-1,354	Closed	-$218K	–	359
2019 Q2	$218K	Sell	1,354 -139	-9%	-$21.7K	0.06%	330
2019 Q1	$226K	Buy	+1,493	New	+$207K	0.06%	336
2018 Q4	–	Sell	-2,362	Closed	-$374K	–	394
2018 Q3	$374K	Buy	2,362 +9	+0.4%	+$1.3K	0.05%	347
2018 Q2	$313K	Buy	2,353 +25	+1%	+$3.2K	0.04%	376
2018 Q1	$274K	Buy	2,328 +21	+0.9%	+$2.62K	0.04%	400
2017 Q4	$284K	Sell	2,307 -1	-0%	-$121	0.04%	404
2017 Q3	$287K	Buy	2,308 +110	+5%	+$13.6K	0.04%	385
2017 Q2	$271K	Buy	+2,198	New	+$255K	0.04%	383

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

ClearArc Capital's IT Position: Q3 2019 in Review

ClearArc Capital sold out of Gartner (IT) in Q3 2019, closing a stake of 1,354 shares — an estimated $218K sold.

ClearArc Capital first reported a position in IT in Q2 2017 and held it in 8 quarters. The position peaked at $374K in Q3 2018. 446 funds tracked by Wall St. Rank hold IT as of Q3 2019.

ClearArc Capital reported no remaining Gartner position as of Q3 2019 after selling out during the quarter.
ClearArc Capital sold 1,354 Gartner shares in Q3 2019, an estimated $218K.
ClearArc Capital first reported a position in Gartner in Q2 2017 and held it in 8 quarters.
ClearArc Capital's Gartner position peaked at $374K in Q3 2018.
446 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on ClearArc Capital's 13F filing for Q3 2019, filed 15 Nov 2019.