Kaizen Advisory’s Gartner IT Stock Holding History

Kaizen Advisory’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
2018 Q4	$32K	Buy	251 +39	+18%	+$5.63K	0.02%	415
2018 Q3	$34K	Hold	212	–	–	0.02%	424
2018 Q2	$28K	Buy	212 +123	+138%	+$15.7K	0.01%	470
2018 Q1	$10K	Hold	89	–	–	0.01%	486
2017 Q4	$11K	Buy	+89	New	+$10.8K	0.01%	461

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Kaizen Advisory's IT Position: Q4 2018 in Review

Kaizen Advisory increased its Gartner (IT) stake by 18% in Q4 2018, buying an estimated $5.63K and bringing the position to 251 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #415.

Kaizen Advisory first reported a position in IT in Q4 2017 and has held it in 5 quarters since. The position peaked at $34K in Q3 2018. 457 funds tracked by Wall St. Rank hold IT as of Q4 2018.

Kaizen Advisory held 251 shares of Gartner worth $32K as of Q4 2018.
Kaizen Advisory bought 39 Gartner shares in Q4 2018, an estimated $5.63K.
Gartner made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #415 holding.
Kaizen Advisory first reported a position in Gartner in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Gartner position peaked at $34K in Q3 2018.
457 funds tracked by Wall St. Rank held Gartner as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.