JOYN Advisors’s Gartner IT Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-54	Closed	-$7K	–	732
2018 Q4	$7K	Buy	54 +31	+135%	+$4.47K	﹤0.01%	1115
2018 Q3	$4K	Buy	23 +15	+188%	+$2.17K	﹤0.01%	1253
2018 Q2	$1K	Buy	8 +5	+167%	+$640	﹤0.01%	1595
2018 Q1	$0	Buy	+3	New	+$375	﹤0.01%	1361

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JOYN Advisors's IT Position: Q1 2019 in Review

JOYN Advisors sold out of Gartner (IT) in Q1 2019, closing a stake of 54 shares — an estimated $7K sold.

JOYN Advisors first reported a position in IT in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2018. 437 funds tracked by Wall St. Rank hold IT as of Q1 2019.

JOYN Advisors reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 54 Gartner shares in Q1 2019, an estimated $7K.
JOYN Advisors first reported a position in Gartner in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Gartner position peaked at $7K in Q4 2018.
437 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.