Conning Inc’s Gartner IT Stock Holding History

Conning Inc’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
2021 Q4	–	Sell	-754	Closed	-$229K	–	447
2021 Q3	$229K	Sell	754 -130	-15%	-$37.7K	0.01%	408
2021 Q2	$214K	Buy	+884	New	+$193K	0.01%	453
2019 Q2	–	Sell	-1,530	Closed	-$232K	–	506
2019 Q1	$232K	Buy	+1,530	New	+$212K	0.01%	485
2018 Q4	–	Sell	-1,490	Closed	-$236K	–	537
2018 Q3	$236K	Sell	1,490 -50	-3%	-$7.25K	0.01%	532
2018 Q2	$205K	Buy	+1,540	New	+$197K	0.01%	560

Other funds holding IT

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

ACM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Conning Inc's IT Position: Q4 2021 in Review

Conning Inc sold out of Gartner (IT) in Q4 2021, closing a stake of 754 shares — an estimated $229K sold.

Conning Inc first reported a position in IT in Q2 2018 and held it in 5 quarters. The position peaked at $236K in Q3 2018. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

Conning Inc reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
Conning Inc sold 754 Gartner shares in Q4 2021, an estimated $229K.
Conning Inc first reported a position in Gartner in Q2 2018 and held it in 5 quarters.
Conning Inc's Gartner position peaked at $236K in Q3 2018.
690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Conning Inc's 13F filing for Q4 2021, filed 27 Jan 2022.