HCM
IT icon

HMS Capital Management’s Gartner IT Stock Holding History

HMS Capital 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
Q4 		– Sell
-3,632
Closed -$576K – 189
2019
Q3 		$576K Buy
3,632
+266
+8% +$38.7K 0.21% 117
2019
Q2 		$542K Sell
3,366
-108
-3% -$16.9K 0.23% 106
2019
Q1 		$527K Sell
3,474
-3,775
-52% -$524K 0.22% 116
2018
Q4 		$1.04M Buy
7,249
+3,617
+100% +$522K 0.52% 62
2018
Q3 		$576K Buy
3,632
+166
+5% +$24.1K 0.29% 104
2018
Q2 		$461K Sell
3,466
-124
-3% -$15.9K 0.26% 113
2018
Q1 		$422K Sell
3,590
-204
-5% -$25.5K 0.28% 101
2017
Q4 		$467K Sell
3,794
-260
-6% -$31.6K 0.35% 92
2017
Q3 		$504K Sell
4,054
-300
-7% -$37.1K 0.43% 86
2017
Q2 		$538K Hold
4,354
– – 0.48% 81
2017
Q1 		$493K Sell
4,354
-2,061
-32% -$212K 0.45% 79
2016
Q4 		$648K Sell
6,415
-4,180
-39% -$404K 0.68% 61
2016
Q3 		$937K Buy
+10,595
New +$994K 0.93% 39

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

HMS Capital Management's IT Position: Q4 2019 in Review

HMS Capital Management sold out of Gartner (IT) in Q4 2019, closing a stake of 3,632 shares — an estimated $576K sold.

HMS Capital Management first reported a position in IT in Q3 2016 and held it in 13 quarters. The position peaked at $1.04M in Q4 2018. 502 funds tracked by Wall St. Rank hold IT as of Q4 2019.

  • HMS Capital Management reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
  • HMS Capital Management sold 3,632 Gartner shares in Q4 2019, an estimated $576K.
  • HMS Capital Management first reported a position in Gartner in Q3 2016 and held it in 13 quarters.
  • HMS Capital Management's Gartner position peaked at $1.04M in Q4 2018.
  • 502 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on HMS Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.