Echo Street Capital Management’s Gartner IT Stock Holding History

Echo Street Capital Management’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
2023 Q3	–	Sell	-2,651	Closed	-$929K	–	519
2023 Q2	$929K	Buy	2,651 +357	+16%	+$116K	0.01%	150
2023 Q1	$747K	Sell	2,294 -245	-10%	-$81K	0.01%	169
2022 Q4	$853K	Buy	2,539 +932	+58%	+$301K	0.01%	176
2022 Q3	$445K	Sell	1,607 -3,219	-67%	-$903K	﹤0.01%	301
2022 Q2	$1.17M	Buy	4,826 +1,627	+51%	+$433K	0.01%	151
2022 Q1	$952K	Buy	3,199 +2,572	+410%	+$745K	0.01%	243
2021 Q4	$210K	Sell	627 -1,205	-66%	-$387K	﹤0.01%	561
2021 Q3	$557K	Sell	1,832 -1,683	-48%	-$488K	﹤0.01%	385
2021 Q2	$851K	Sell	3,515 -1,041	-23%	-$228K	0.01%	225
2021 Q1	$832K	Buy	+4,556	New	+$792K	0.01%	198
2020 Q3	–	Sell	-80,265	Closed	-$9.74M	–	242
2020 Q2	$9.74M	Buy	+80,265	New	+$9.27M	0.12%	152
2018 Q3	–	Sell	-30,588	Closed	-$4.07M	–	181
2018 Q2	$4.07M	Buy	30,588 +2,113	+7%	+$270K	0.1%	158
2018 Q1	$3.35M	Sell	28,475 -17,432	-38%	-$2.18M	0.1%	142
2017 Q4	$5.65M	Buy	45,907 +1,117	+2%	+$136K	0.17%	137
2017 Q3	$5.57M	Buy	44,790 +2,402	+6%	+$297K	0.19%	124
2017 Q2	$5.24M	Buy	42,388 +6,147	+17%	+$713K	0.19%	133
2017 Q1	$3.91M	Buy	+36,241	New	+$3.74M	0.13%	152
2016 Q4	–	Sell	-18,333	Closed	-$1.62M	–	174
2016 Q3	$1.62M	Buy	18,333 +4,569	+33%	+$429K	0.07%	169
2016 Q2	$1.34M	Buy	13,764 +3,543	+35%	+$337K	0.06%	146
2016 Q1	$913K	Buy	10,221 +1,445	+16%	+$122K	0.05%	147
2015 Q4	$796K	Buy	8,776 +2,305	+36%	+$204K	0.03%	173
2015 Q3	$543K	Buy	+6,471	New	+$564K	0.02%	180

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Echo Street Capital Management's IT Position: Q3 2023 in Review

Echo Street Capital Management sold out of Gartner (IT) in Q3 2023, closing a stake of 2,651 shares — an estimated $929K sold.

Echo Street Capital Management first reported a position in IT in Q3 2015 and held it in 22 quarters. The position peaked at $9.74M in Q2 2020. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Echo Street Capital Management reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,651 Gartner shares in Q3 2023, an estimated $929K.
Echo Street Capital Management first reported a position in Gartner in Q3 2015 and held it in 22 quarters.
Echo Street Capital Management's Gartner position peaked at $9.74M in Q2 2020.
791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.