Estabrook Capital Management’s Gartner IT Stock Holding History

Estabrook 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
2020 Q3	–	Sell	-26	Closed	-$3.15K	–	330
2020 Q2	$3.15K	Hold	26	–	–	﹤0.01%	299
2020 Q1	$2.59K	Hold	26	–	–	﹤0.01%	300
2019 Q4	$4.01K	Hold	26	–	–	﹤0.01%	301
2019 Q3	$3.72K	Hold	26	–	–	﹤0.01%	307
2019 Q2	$4.18K	Hold	26	–	–	﹤0.01%	298
2019 Q1	$3.94K	Hold	26	–	–	﹤0.01%	299
2018 Q4	$3.32K	Hold	26	–	–	﹤0.01%	302
2018 Q3	$4.12K	Hold	26	–	–	﹤0.01%	322
2018 Q2	$3.46K	Sell	26 -26	-50%	-$3.33K	﹤0.01%	332
2018 Q1	$6.12K	Hold	52	–	–	﹤0.01%	331
2017 Q4	$6.4K	Hold	52	–	–	﹤0.01%	335
2017 Q3	$6.47K	Sell	52 -52	-50%	-$6.43K	﹤0.01%	349
2017 Q2	$12.8K	Hold	104	–	–	﹤0.01%	327
2017 Q1	$11.2K	Sell	104 -26	-20%	-$2.68K	﹤0.01%	338
2016 Q4	$13.1K	Hold	130	–	–	﹤0.01%	337
2016 Q3	$11.5K	Hold	130	–	–	﹤0.01%	340
2016 Q2	$12.7K	Hold	130	–	–	﹤0.01%	344
2016 Q1	$11.6K	Hold	130	–	–	﹤0.01%	344
2015 Q4	$11.8K	Sell	130 -26	-17%	-$2.3K	﹤0.01%	344
2015 Q3	$13.1K	Hold	156	–	–	﹤0.01%	342
2015 Q2	$13.4K	Hold	156	–	–	﹤0.01%	335
2015 Q1	$13.1K	Hold	156	–	–	﹤0.01%	351
2014 Q4	$13.1K	Hold	156	–	–	﹤0.01%	359
2014 Q3	$11.5K	Hold	156	–	–	﹤0.01%	374
2014 Q2	$11K	Hold	156	–	–	﹤0.01%	378
2014 Q1	$10.8K	Hold	156	–	–	﹤0.01%	383
2013 Q4	$11.1K	Hold	156	–	–	﹤0.01%	377
2013 Q3	$9.36K	Hold	156	–	–	﹤0.01%	390
2013 Q2	$8.89K	Buy	+156	New	+$8.86K	﹤0.01%	396

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

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

GIM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BCM

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

Estabrook Capital Management's IT Position: Q3 2020 in Review

Estabrook Capital Management sold out of Gartner (IT) in Q3 2020, closing a stake of 26 shares — an estimated $3.15K sold.

Estabrook Capital Management first reported a position in IT in Q2 2013 and held it in 29 quarters. The position peaked at $13.4K in Q2 2015. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

Estabrook Capital Management reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
Estabrook Capital Management sold 26 Gartner shares in Q3 2020, an estimated $3.15K.
Estabrook Capital Management first reported a position in Gartner in Q2 2013 and held it in 29 quarters.
Estabrook Capital Management's Gartner position peaked at $13.4K in Q2 2015.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Estabrook Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.