GEM
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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 $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return