JG
IT icon

Jefferies Group’s Gartner IT Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-10,228
Closed -$1.58M – 2352
2019
Q4 		$1.58M Buy
+10,228
New +$1.56M 0.01% 1183
2019
Q1 		– Sell
-9,979
Closed -$1.28M – 2478
2018
Q4 		$1.28M Buy
+9,979
New +$1.44M 0.01% 1037
2017
Q4 		– Sell
-3,515
Closed -$437K – 2638
2017
Q3 		$437K Buy
+3,515
New +$434K ﹤0.01% 1702
2017
Q2 		– Sell
-3,861
Closed -$417K – 2379
2017
Q1 		$417K Sell
3,861
-4,633
-55% -$478K ﹤0.01% 1687
2016
Q4 		$858K Sell
8,494
-2,729
-24% -$264K ﹤0.01% 1355
2016
Q3 		$993K Buy
11,223
+4,530
+68% +$425K 0.01% 1288
2016
Q2 		$652K Buy
6,693
+2,863
+75% +$272K ﹤0.01% 1310
2016
Q1 		$342K Buy
3,830
+520
+16% +$44K ﹤0.01% 1611
2015
Q4 		$300K Sell
3,310
-78
-2% -$6.91K ﹤0.01% 1782
2015
Q3 		$284K Sell
3,388
-1,090
-24% -$94.9K ﹤0.01% 1789
2015
Q2 		$384K Buy
4,478
+1,606
+56% +$138K ﹤0.01% 1683
2015
Q1 		$241K Sell
2,872
-5,688
-66% -$469K ﹤0.01% 1695
2014
Q4 		$721K Buy
8,560
+5,339
+166% +$434K ﹤0.01% 1112
2014
Q3 		$237K Buy
+3,221
New +$234K ﹤0.01% 1739

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jefferies Group's IT Position: Q1 2020 in Review

Jefferies Group sold out of Gartner (IT) in Q1 2020, closing a stake of 10,228 shares — an estimated $1.58M sold.

Jefferies Group first reported a position in IT in Q3 2014 and held it in 14 quarters. The position peaked at $1.58M in Q4 2019. 456 funds tracked by Wall St. Rank hold IT as of Q1 2020.

  • Jefferies Group reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 10,228 Gartner shares in Q1 2020, an estimated $1.58M.
  • Jefferies Group first reported a position in Gartner in Q3 2014 and held it in 14 quarters.
  • Jefferies Group's Gartner position peaked at $1.58M in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.