EverPoint Asset Management’s Gartner IT Stock Holding History

EverPoint Asset 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
2016 Q4	$60M	Buy	594,000 +577,300	+3,457%	+$55.8M	1.12%	14
2016 Q3	$1.48M	Sell	16,700 -275,150	-94%	-$25.8M	0.03%	363
2016 Q2	$28.4M	Buy	+291,850	New	+$27.7M	0.56%	42
2015 Q2	–	Sell	-146,877	Closed	-$12.3M	–	516
2015 Q1	$12.3M	Buy	146,877 +111,888	+320%	+$9.23M	0.23%	139
2014 Q4	$2.95M	Buy	+34,989	New	+$2.84M	0.07%	326
2014 Q3	–	Sell	-50,701	Closed	-$3.58M	–	492
2014 Q2	$3.58M	Buy	+50,701	New	+$3.53M	0.07%	318

Other funds holding IT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EverPoint Asset Management's IT Position: Q4 2016 in Review

EverPoint Asset Management increased its Gartner (IT) stake by 3,457% in Q4 2016, buying an estimated $55.8M and bringing the position to 594,000 shares worth $60M. The position accounts for 1.12% of the portfolio, ranked #14.

EverPoint Asset Management first reported a position in IT in Q2 2014 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold IT as of Q4 2016.

EverPoint Asset Management held 594,000 shares of Gartner worth $60M as of Q4 2016.
EverPoint Asset Management bought 577,300 Gartner shares in Q4 2016, an estimated $55.8M.
Gartner made up 1.12% of EverPoint Asset Management's portfolio in Q4 2016, its #14 holding.
EverPoint Asset Management first reported a position in Gartner in Q2 2014 and has held it in 6 quarters since.
395 funds tracked by Wall St. Rank held Gartner as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.