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	-400	Closed	-$63K	–	190
2019 Q3	$63K	Hold	400	–	–	0.02%	198
2019 Q2	$64K	Hold	400	–	–	0.03%	198
2019 Q1	$61K	Sell	400 -400	-50%	-$55.5K	0.03%	165
2018 Q4	$114K	Buy	800 +400	+100%	+$57.7K	0.06%	163
2018 Q3	$63K	Buy	+400	New	+$58K	0.03%	190
2018 Q1	–	Sell	-300	Closed	-$37K	–	177
2017 Q4	$37K	Hold	300	–	–	0.03%	141
2017 Q3	$37K	Hold	300	–	–	0.03%	144
2017 Q2	$37K	Hold	300	–	–	0.03%	143
2017 Q1	$34K	Sell	300 -100	-25%	-$10.3K	0.03%	123
2016 Q4	$40K	Buy	+400	New	+$38.7K	0.04%	100

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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.