Geneva Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $102M | Sell |
822,690
-2,480
| -0.3% | -$306K | 1.75% | 11 |
|
|
2017
Q1 | $89.1M | Sell |
825,170
-12,963
| -2% | -$1.4M | 1.59% | 12 |
|
|
2016
Q4 | $84.7M | Sell |
838,133
-39,426
| -4% | -$3.98M | 1.65% | 11 |
|
|
2016
Q3 | $77.6M | Buy |
877,559
+29,229
| +3% | +$2.59M | 1.46% | 15 |
|
|
2016
Q2 | $82.6M | Buy |
848,330
+89,735
| +12% | +$8.74M | 1.63% | 12 |
|
|
2016
Q1 | $67.8M | Sell |
758,595
-61,444
| -7% | -$5.49M | 1.36% | 17 |
|
|
2015
Q4 | $74.4M | Buy |
820,039
+25,228
| +3% | +$2.29M | 1.43% | 20 |
|
|
2015
Q3 | $66.7M | Buy |
794,811
+24,508
| +3% | +$2.06M | 1.35% | 23 |
|
|
2015
Q2 | $66.1M | Sell |
770,303
-5,205
| -0.7% | -$446K | 1.18% | 31 |
|
|
2015
Q1 | $65M | Sell |
775,508
-10,648
| -1% | -$893K | 1.18% | 30 |
|
|
2014
Q4 | $66.2M | Sell |
786,156
-21,184
| -3% | -$1.78M | 1.23% | 29 |
|
|
2014
Q3 | $59.3M | Sell |
807,340
-44,471
| -5% | -$3.27M | 1.12% | 29 |
|
|
2014
Q2 | $60.1M | Sell |
851,811
-89,620
| -10% | -$6.32M | 1.09% | 32 |
|
|
2014
Q1 | $65.4M | Sell |
941,431
-2,740
| -0.3% | -$190K | 1.2% | 27 |
|
|
2013
Q4 | $67.1M | Buy |
944,171
+8,913
| +1% | +$633K | 1.24% | 30 |
|
|
2013
Q3 | $56.1M | Sell |
935,258
-293,090
| -24% | -$17.6M | 1.16% | 28 |
|
|
2013
Q2 | $70M | Buy |
+1,228,348
| New | +$70M | 1.63% | 17 |
|