CSat Investment Advisory’s Gartner IT Stock Holding History

CSat Investment Advisory’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 Q1	$49K	Sell	266 -8	-3%	-$1.39K	0.04%	201
2020 Q4	$44K	Sell	274 -545	-67%	-$78.5K	0.04%	171
2020 Q3	$102K	Buy	819 +38	+5%	+$4.83K	0.01%	452
2020 Q2	$95K	Buy	781 +8	+1%	+$924	0.01%	487
2020 Q1	$77K	Buy	773 +301	+64%	+$41.2K	0.02%	403
2019 Q4	$73K	Buy	472 +64	+16%	+$9.77K	0.02%	466
2019 Q3	$58K	Buy	408 +60	+17%	+$8.72K	0.02%	460
2019 Q2	$56K	Buy	348 +186	+115%	+$29.1K	0.02%	445
2019 Q1	$25K	Buy	162 +18	+13%	+$2.5K	0.01%	264
2018 Q4	$18K	Buy	144 +46	+47%	+$6.64K	0.01%	313
2018 Q3	$16K	Sell	98 -2	-2%	-$290	0.01%	266
2018 Q2	$13K	Buy	+100	New	+$12.8K	0.01%	282

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $204B AUM 27.99% 1-Year Est. Return

ACM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CSat Investment Advisory's IT Position: Q1 2021 in Review

CSat Investment Advisory reduced its Gartner (IT) stake by 2.9% in Q1 2021, selling an estimated $1.39K and leaving 266 shares worth $49K. The position accounts for 0.04% of the portfolio, ranked #201.

CSat Investment Advisory first reported a position in IT in Q2 2018 and has held it in 12 quarters since. The position peaked at $102K in Q3 2020. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

CSat Investment Advisory held 266 shares of Gartner worth $49K as of Q1 2021.
CSat Investment Advisory sold 8 Gartner shares in Q1 2021, an estimated $1.39K.
Gartner made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #201 holding.
CSat Investment Advisory first reported a position in Gartner in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Gartner position peaked at $102K in Q3 2020.
574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.