Farr Miller & Washington’s Gartner IT Stock Holding History

Farr Miller & Washington’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 Q3	$2.95M	Buy	9,694 +796	+9%	+$231K	0.19%	58
2021 Q2	$2.15M	Buy	8,898 +845	+10%	+$185K	0.14%	65
2021 Q1	$1.47M	Buy	8,053 +455	+6%	+$79.1K	0.1%	80
2020 Q4	$1.22M	Buy	7,598 +340	+5%	+$49K	0.09%	85
2020 Q3	$907K	Buy	7,258 +385	+6%	+$49K	0.08%	89
2020 Q2	$834K	Sell	6,873 -140	-2%	-$16.2K	0.07%	86
2020 Q1	$698K	Sell	7,013 -10	-0.1%	-$1.37K	0.07%	83
2019 Q4	$1.08M	Buy	7,023 +455	+7%	+$69.5K	0.08%	70
2019 Q3	$939K	Buy	6,568 +1,033	+19%	+$150K	0.07%	71
2019 Q2	$891K	Buy	5,535 +145	+3%	+$22.7K	0.07%	67
2019 Q1	$818K	Hold	5,390	–	–	0.07%	72
2018 Q4	$689K	Buy	5,390 +135	+3%	+$19.5K	0.07%	74
2018 Q3	$833K	Buy	5,255 +70	+1%	+$10.1K	0.07%	72
2018 Q2	$689K	Buy	5,185 +60	+1%	+$7.68K	0.06%	74
2018 Q1	$603K	Buy	5,125 +175	+4%	+$21.9K	0.06%	84
2017 Q4	$610K	Hold	4,950	–	–	0.05%	83
2017 Q3	$616K	Hold	4,950	–	–	0.06%	81
2017 Q2	$611K	Buy	4,950 +1,055	+27%	+$122K	0.06%	81
2017 Q1	$421K	Sell	3,895 -130	-3%	-$13.4K	0.04%	85
2016 Q4	$407K	Buy	4,025 +5	+0.1%	+$483	0.04%	92
2016 Q3	$355K	Buy	4,020 +110	+3%	+$10.3K	0.04%	100
2016 Q2	$381K	Buy	3,910 +90	+2%	+$8.55K	0.04%	95
2016 Q1	$341K	Sell	3,820 -775	-17%	-$65.5K	0.04%	96
2015 Q4	$417K	Buy	4,595 +15	+0.3%	+$1.33K	0.05%	84
2015 Q3	$384K	Hold	4,580	–	–	0.05%	86
2015 Q2	$393K	Buy	4,580 +650	+17%	+$55.7K	0.05%	90
2015 Q1	$330K	Sell	3,930 -130	-3%	-$10.7K	0.04%	103
2014 Q4	$342K	Hold	4,060	–	–	0.04%	98
2014 Q3	$298K	Hold	4,060	–	–	0.04%	97
2014 Q2	$286K	Hold	4,060	–	–	0.04%	114
2014 Q1	$282K	Hold	4,060	–	–	0.04%	99
2013 Q4	$288K	Sell	4,060 -455	-10%	-$28.7K	0.04%	100
2013 Q3	$271K	Sell	4,515 -135	-3%	-$7.95K	0.04%	102
2013 Q2	$265K	Buy	+4,650	New	+$264K	0.04%	100

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Farr Miller & Washington's IT Position: Q3 2021 in Review

Farr Miller & Washington increased its Gartner (IT) stake by 8.9% in Q3 2021, buying an estimated $231K and bringing the position to 9,694 shares worth $2.95M. The position accounts for 0.19% of the portfolio, ranked #58.

Farr Miller & Washington first reported a position in IT in Q2 2013 and has held it in 34 quarters since. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

Farr Miller & Washington held 9,694 shares of Gartner worth $2.95M as of Q3 2021.
Farr Miller & Washington bought 796 Gartner shares in Q3 2021, an estimated $231K.
Gartner made up 0.19% of Farr Miller & Washington's portfolio in Q3 2021, its #58 holding.
Farr Miller & Washington first reported a position in Gartner in Q2 2013 and has held it in 34 quarters since.
645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.