GEM
IT icon

Global Endowment Management’s Gartner IT Stock Holding History

Global Endowment 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
2019
Q2 		– Sell
-6,010
Closed -$911K – 202
2019
Q1 		$911K Buy
+6,010
New +$834K 0.13% 116
2018
Q4 		– Sell
-2,430
Closed -$385K – 198
2018
Q3 		$385K Buy
2,430
+100
+4% +$14.5K 0.05% 180
2018
Q2 		$310K Sell
2,330
-270
-10% -$34.6K 0.04% 199
2018
Q1 		$306K Buy
+2,600
New +$325K 0.04% 194
2017
Q2 		– Sell
-3,710
Closed -$400K – 255
2017
Q1 		$400K Buy
+3,710
New +$382K 0.06% 184

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Global Endowment Management's IT Position: Q2 2019 in Review

Global Endowment Management sold out of Gartner (IT) in Q2 2019, closing a stake of 6,010 shares — an estimated $911K sold.

Global Endowment Management first reported a position in IT in Q1 2017 and held it in 5 quarters. The position peaked at $911K in Q1 2019. 449 funds tracked by Wall St. Rank hold IT as of Q2 2019.

  • Global Endowment Management reported no remaining Gartner position as of Q2 2019 after selling out during the quarter.
  • Global Endowment Management sold 6,010 Gartner shares in Q2 2019, an estimated $911K.
  • Global Endowment Management first reported a position in Gartner in Q1 2017 and held it in 5 quarters.
  • Global Endowment Management's Gartner position peaked at $911K in Q1 2019.
  • 449 funds tracked by Wall St. Rank held Gartner as of Q2 2019.

Based on Global Endowment Management's 13F filing for Q2 2019, filed 12 Aug 2019.