Jupiter Investment Management’s Gartner IT Stock Holding History

Jupiter Investment 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
2017 Q4	–	Sell	-6,500	Closed	-$808K	–	395
2017 Q3	$808K	Buy	+6,500	New	+$803K	0.01%	249
2015 Q4	–	Sell	-3,000	Closed	-$251K	–	328
2015 Q3	$251K	Buy	+3,000	New	+$261K	0.01%	274
2015 Q2	–	Sell	-2,500	Closed	-$209K	–	320
2015 Q1	$209K	Sell	2,500 -5,700	-70%	-$470K	0.01%	286
2014 Q4	$690K	Buy	+8,200	New	+$666K	0.02%	283
2014 Q3	–	Sell	-36,807	Closed	-$2.6M	–	358
2014 Q2	$2.6M	Buy	36,807 +31,607	+608%	+$2.2M	0.15%	125
2014 Q1	$361K	Sell	5,200 -43,929	-89%	-$3.04M	0.02%	283
2013 Q4	$3.49M	Sell	49,129 -101,519	-67%	-$6.41M	0.29%	113
2013 Q3	$9.04M	Buy	150,648 +57,664	+62%	+$3.4M	0.86%	30
2013 Q2	$5.3M	Buy	+92,984	New	+$5.28M	0.64%	53

Other funds holding IT

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Jupiter Investment Management's IT Position: Q4 2017 in Review

Jupiter Investment Management sold out of Gartner (IT) in Q4 2017, closing a stake of 6,500 shares — an estimated $808K sold.

Jupiter Investment Management first reported a position in IT in Q2 2013 and held it in 9 quarters. The position peaked at $9.04M in Q3 2013. 427 funds tracked by Wall St. Rank hold IT as of Q4 2017.

Jupiter Investment Management reported no remaining Gartner position as of Q4 2017 after selling out during the quarter.
Jupiter Investment Management sold 6,500 Gartner shares in Q4 2017, an estimated $808K.
Jupiter Investment Management first reported a position in Gartner in Q2 2013 and held it in 9 quarters.
Jupiter Investment Management's Gartner position peaked at $9.04M in Q3 2013.
427 funds tracked by Wall St. Rank held Gartner as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.