Cornerstone Advisors (Washington)’s Gartner IT Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$30K	Sell	241 -9	-4%	-$1.14K	﹤0.01%	327
2020 Q2	$30K	Sell	250 -5	-2%	-$578	﹤0.01%	340
2020 Q1	$25K	Buy	255 +197	+340%	+$27K	﹤0.01%	315
2019 Q4	$9K	Buy	58 +53	+1,060%	+$8.09K	﹤0.01%	436
2019 Q3	$1K	Sell	5 -10	-67%	-$1.45K	﹤0.01%	664
2019 Q2	$2K	Buy	15 +5	+50%	+$782	﹤0.01%	1144
2019 Q1	$2K	Buy	10 +4	+67%	+$555	﹤0.01%	1015
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	1007
2018 Q3	$1K	Buy	+6	New	+$870	﹤0.01%	1028
2017 Q4	–	Sell	-226	Closed	-$28K	–	920
2017 Q3	$28K	Sell	226 -84	-27%	-$10.4K	0.02%	411
2017 Q2	$38K	Hold	310	–	–	0.02%	329
2017 Q1	$33K	Hold	310	–	–	0.02%	358
2016 Q4	$31K	Hold	310	–	–	0.03%	362
2016 Q3	$27K	Hold	310	–	–	0.02%	387
2016 Q2	$30K	Hold	310	–	–	0.03%	219
2016 Q1	$28K	Hold	310	–	–	0.03%	235
2015 Q4	$28K	Sell	310 -6	-2%	-$531	0.03%	260
2015 Q3	$27K	Buy	+316	New	+$27.5K	0.02%	268

Other funds holding IT

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ACM

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

BCM

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

Cornerstone Advisors (Washington)'s IT Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Gartner (IT) stake by 3.6% in Q3 2020, selling an estimated $1.14K and leaving 241 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Cornerstone Advisors (Washington) first reported a position in IT in Q3 2015 and has held it in 18 quarters since. The position peaked at $38K in Q2 2017. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

Cornerstone Advisors (Washington) held 241 shares of Gartner worth $30K as of Q3 2020.
Cornerstone Advisors (Washington) sold 9 Gartner shares in Q3 2020, an estimated $1.14K.
Gartner made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #327 holding.
Cornerstone Advisors (Washington) first reported a position in Gartner in Q3 2015 and has held it in 18 quarters since.
Cornerstone Advisors (Washington)'s Gartner position peaked at $38K in Q2 2017.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.