First Quadrant’s Gartner IT Stock Holding History

First Quadrant’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
2022 Q1	–	Sell	-142	Closed	-$47K	–	331
2021 Q4	$47K	Sell	142 -128	-47%	-$41.2K	0.01%	409
2021 Q3	$82K	Hold	270	–	–	0.01%	389
2021 Q2	$65K	Buy	270 +128	+90%	+$28K	0.01%	394
2021 Q1	$26K	Buy	142 +15	+12%	+$2.61K	﹤0.01%	503
2020 Q4	$20K	Buy	+127	New	+$18.3K	﹤0.01%	528
2020 Q3	–	Sell	-1,687	Closed	-$205K	–	664
2020 Q2	$205K	Buy	+1,687	New	+$195K	0.03%	424
2017 Q2	–	Sell	-66,132	Closed	-$7.14M	–	916
2017 Q1	$7.14M	Buy	66,132 +40,228	+155%	+$4.15M	0.14%	209
2016 Q4	$2.62M	Buy	+25,904	New	+$2.5M	0.05%	304

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

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

GIM

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

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

ACM

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

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

First Quadrant's IT Position: Q1 2022 in Review

First Quadrant sold out of Gartner (IT) in Q1 2022, closing a stake of 142 shares — an estimated $47K sold.

First Quadrant first reported a position in IT in Q4 2016 and held it in 8 quarters. The position peaked at $7.14M in Q1 2017. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

First Quadrant reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
First Quadrant sold 142 Gartner shares in Q1 2022, an estimated $47K.
First Quadrant first reported a position in Gartner in Q4 2016 and held it in 8 quarters.
First Quadrant's Gartner position peaked at $7.14M in Q1 2017.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on First Quadrant's 13F filing for Q1 2022, filed 21 Apr 2022.