ClearBridge Investments’s Gartner IT Stock Holding History

ClearBridge 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
2019 Q1	–	Sell	-130	Closed	-$17K	–	1096
2018 Q4	$17K	Buy	+130	New	+$18.8K	﹤0.01%	984
2017 Q3	–	Sell	-520	Closed	-$64K	–	1200
2017 Q2	$64K	Hold	520	–	–	﹤0.01%	817
2017 Q1	$56K	Hold	520	–	–	﹤0.01%	863
2016 Q4	$53K	Hold	520	–	–	﹤0.01%	882
2016 Q3	$46K	Hold	520	–	–	﹤0.01%	869
2016 Q2	$51K	Hold	520	–	–	﹤0.01%	866
2016 Q1	$46K	Sell	520 -4	-0.8%	-$338	﹤0.01%	877
2015 Q4	$48K	Buy	524 +4	+0.8%	+$354	﹤0.01%	919
2015 Q3	$44K	Hold	520	–	–	﹤0.01%	971
2015 Q2	$45K	Hold	520	–	–	﹤0.01%	967
2015 Q1	$44K	Hold	520	–	–	﹤0.01%	976
2014 Q4	$44K	Hold	520	–	–	﹤0.01%	981
2014 Q3	$38K	Hold	520	–	–	﹤0.01%	995
2014 Q2	$37K	Hold	520	–	–	﹤0.01%	1023
2014 Q1	$36K	Hold	520	–	–	﹤0.01%	979
2013 Q4	$37K	Sell	520 -514	-50%	-$32.5K	﹤0.01%	950
2013 Q3	$62K	Buy	1,034 +514	+99%	+$30.3K	﹤0.01%	890
2013 Q2	$30K	Buy	+520	New	+$29.5K	﹤0.01%	936

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 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

ClearBridge Investments's IT Position: Q1 2019 in Review

ClearBridge Investments sold out of Gartner (IT) in Q1 2019, closing a stake of 130 shares — an estimated $17K sold.

ClearBridge Investments first reported a position in IT in Q2 2013 and held it in 18 quarters. The position peaked at $64K in Q2 2017. 438 funds tracked by Wall St. Rank hold IT as of Q1 2019.

ClearBridge Investments reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
ClearBridge Investments sold 130 Gartner shares in Q1 2019, an estimated $17K.
ClearBridge Investments first reported a position in Gartner in Q2 2013 and held it in 18 quarters.
ClearBridge Investments's Gartner position peaked at $64K in Q2 2017.
438 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on ClearBridge Investments's 13F filing for Q1 2019, filed 15 May 2019.