Evelyn V. Moreno’s Gartner IT Stock Holding History

Evelyn V. Moreno’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 Q4	–	Sell	-1,800	Closed	-$225K	–	63
2020 Q3	$225K	Hold	1,800	–	–	0.06%	67
2020 Q2	$218K	Buy	+1,800	New	+$208K	0.06%	65
2020 Q1	–	Sell	-1,800	Closed	-$277K	–	66
2019 Q4	$277K	Sell	1,800 -700	-28%	-$107K	0.07%	61
2019 Q3	$357K	Buy	+2,500	New	+$363K	0.1%	59
2019 Q2	–	Sell	-2,500	Closed	-$379K	–	62
2019 Q1	$379K	Hold	2,500	–	–	0.11%	59
2018 Q4	$320K	Hold	2,500	–	–	0.11%	60
2018 Q3	$396K	Sell	2,500 -500	-17%	-$72.5K	0.11%	58
2018 Q2	$399K	Hold	3,000	–	–	0.12%	57
2018 Q1	$353K	Sell	3,000 -700	-19%	-$87.4K	0.11%	57
2017 Q4	$456K	Hold	3,700	–	–	0.14%	55
2017 Q3	$460K	Hold	3,700	–	–	0.14%	56
2017 Q2	$457K	Hold	3,700	–	–	0.14%	57
2017 Q1	$400K	Hold	3,700	–	–	0.12%	60
2016 Q4	$374K	Hold	3,700	–	–	0.13%	59
2016 Q3	$327K	Hold	3,700	–	–	0.12%	63
2016 Q2	$360K	Hold	3,700	–	–	0.14%	59
2016 Q1	$331K	Hold	3,700	–	–	0.13%	63
2015 Q4	$336K	Hold	3,700	–	–	0.14%	59
2015 Q3	$311K	Hold	3,700	–	–	0.13%	64
2015 Q2	$317K	Hold	3,700	–	–	0.13%	65
2015 Q1	$310K	Hold	3,700	–	–	0.12%	66
2014 Q4	$312K	Hold	3,700	–	–	0.11%	68
2014 Q3	$272K	Hold	3,700	–	–	0.1%	69
2014 Q2	$261K	Hold	3,700	–	–	0.1%	74
2014 Q1	$257K	Hold	3,700	–	–	0.1%	74
2013 Q4	$263K	Buy	+3,700	New	+$234K	0.11%	71

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

ACM

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

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

BCM

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

Evelyn V. Moreno's IT Position: Q4 2020 in Review

Evelyn V. Moreno sold out of Gartner (IT) in Q4 2020, closing a stake of 1,800 shares — an estimated $225K sold.

Evelyn V. Moreno first reported a position in IT in Q4 2013 and held it in 26 quarters. The position peaked at $460K in Q3 2017. 549 funds tracked by Wall St. Rank hold IT as of Q4 2020.

Evelyn V. Moreno reported no remaining Gartner position as of Q4 2020 after selling out during the quarter.
Evelyn V. Moreno sold 1,800 Gartner shares in Q4 2020, an estimated $225K.
Evelyn V. Moreno first reported a position in Gartner in Q4 2013 and held it in 26 quarters.
Evelyn V. Moreno's Gartner position peaked at $460K in Q3 2017.
549 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Evelyn V. Moreno's 13F filing for Q4 2020, filed 10 Feb 2021.