ClearBridge Investments

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

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

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

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

Janus Henderson Group

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

Polen Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

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