Jag Capital Management’s Gartner IT Stock Holding History

Jag 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
2023 Q2	–	Sell	-57,102	Closed	-$18.6M	–	188
2023 Q1	$18.6M	Buy	57,102 +141	+0.2%	+$46.6K	2.4%	8
2022 Q4	$19.1M	Sell	56,961 -7,190	-11%	-$2.32M	2.78%	9
2022 Q3	$17.8M	Sell	64,151 -5,735	-8%	-$1.61M	2.48%	11
2022 Q2	$16.9M	Buy	+69,886	New	+$18.6M	2.09%	10
2022 Q1	–	Sell	-81,669	Closed	-$27.3M	–	236
2021 Q4	$27.3M	Buy	81,669 +25,077	+44%	+$8.06M	2.09%	16
2021 Q3	$17.2M	Buy	+56,592	New	+$16.4M	1.34%	28
2020 Q1	–	Sell	-24,924	Closed	-$3.84M	–	180
2019 Q4	$3.84M	Sell	24,924 -490	-2%	-$74.8K	0.44%	51
2019 Q3	$3.63M	Buy	25,414 +4,220	+20%	+$613K	0.44%	47
2019 Q2	$3.41M	Buy	+21,194	New	+$3.31M	0.38%	48

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jag Capital Management's IT Position: Q2 2023 in Review

Jag Capital Management sold out of Gartner (IT) in Q2 2023, closing a stake of 57,102 shares — an estimated $18.6M sold.

Jag Capital Management first reported a position in IT in Q2 2019 and held it in 9 quarters. The position peaked at $27.3M in Q4 2021. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Jag Capital Management reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Jag Capital Management sold 57,102 Gartner shares in Q2 2023, an estimated $18.6M.
Jag Capital Management first reported a position in Gartner in Q2 2019 and held it in 9 quarters.
Jag Capital Management's Gartner position peaked at $27.3M in Q4 2021.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Jag Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.