Junto Capital Management’s Gartner IT Stock Holding History

Junto 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
2025 Q1	–	Sell	-70,144	Closed	-$34M	–	94
2024 Q4	$34M	Buy	+70,144	New	+$36.2M	0.68%	62
2023 Q4	–	Sell	-18,221	Closed	-$6.26M	–	92
2023 Q3	$6.26M	Sell	18,221 -193,697	-91%	-$67.6M	0.15%	70
2023 Q2	$74.2M	Buy	+211,918	New	+$69M	1.88%	19
2023 Q1	–	Sell	-112,646	Closed	-$37.9M	–	99
2022 Q4	$37.9M	Buy	+112,646	New	+$36.4M	1.08%	43
2022 Q3	–	Sell	-346,915	Closed	-$83.9M	–	91
2022 Q2	$83.9M	Buy	346,915 +53,196	+18%	+$14.2M	2.49%	10
2022 Q1	$87.4M	Buy	+293,719	New	+$85M	2.4%	10
2021 Q3	–	Sell	-309,058	Closed	-$74.9M	–	65
2021 Q2	$74.9M	Sell	309,058 -294,130	-49%	-$64.3M	2.39%	15
2021 Q1	$110M	Buy	603,188 +178,501	+42%	+$31M	3.96%	4
2020 Q4	$68M	Buy	+424,687	New	+$61.2M	2.26%	16
2018 Q3	–	Sell	-401,051	Closed	-$53.3M	–	49
2018 Q2	$53.3M	Sell	401,051 -182,063	-31%	-$23.3M	3.73%	8
2018 Q1	$68.6M	Buy	+583,114	New	+$72.8M	5.17%	2

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return