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Ladenburg Thalmann Financial Services’s Gartner IT Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$2.47M Sell
16,037
-138
-0.9% -$21.1K 0.02% 762
2019
Q3 		$2.31M Sell
16,175
-824
-5% -$120K 0.02% 752
2019
Q2 		$2.74M Sell
16,999
-436
-3% -$68.2K 0.02% 682
2019
Q1 		$2.65M Buy
17,435
+1,833
+12% +$254K 0.02% 659
2018
Q4 		$1.99M Sell
15,602
-1,358
-8% -$196K 0.02% 665
2018
Q3 		$2.69M Sell
16,960
-621
-4% -$90K 0.02% 606
2018
Q2 		$2.07M Hold
17,581
– – 0.02% 683
2018
Q1 		$2.07M Buy
17,581
+2,639
+18% +$330K 0.02% 683
2017
Q4 		$1.84M Sell
14,942
-140
-0.9% -$17K 0.02% 737
2017
Q3 		$1.88M Buy
15,082
+240
+2% +$29.7K 0.02% 658
2017
Q2 		$1.83M Buy
14,842
+1,026
+7% +$119K 0.02% 625
2017
Q1 		$1.49M Buy
13,816
+526
+4% +$54.2K 0.02% 700
2016
Q4 		$1.34M Buy
13,290
+154
+1% +$14.9K 0.02% 702
2016
Q3 		$1.16M Buy
13,136
+2
+0% +$188 0.02% 719
2016
Q2 		$1.28M Buy
13,134
+2,421
+23% +$230K 0.02% 645
2016
Q1 		$957K Buy
10,713
+1,027
+11% +$86.8K 0.02% 724
2015
Q4 		$879K Buy
9,686
+498
+5% +$44.1K 0.02% 754
2015
Q3 		$772K Sell
9,188
-917
-9% -$79.9K 0.02% 759
2015
Q2 		$867K Sell
10,105
-7
-0.1% -$600 0.02% 778
2015
Q1 		$848K Sell
10,112
-170
-2% -$14K 0.02% 762
2014
Q4 		$866K Sell
10,282
-178
-2% -$14.5K 0.02% 657
2014
Q3 		$768K Buy
10,460
+9,812
+1,514% +$713K 0.02% 611
2014
Q2 		$46K Sell
648
-79
-11% -$5.51K ﹤0.01% 2107
2014
Q1 		$50K Buy
727
+177
+32% +$12.2K ﹤0.01% 1973
2013
Q4 		$39K Buy
550
+38
+7% +$2.4K ﹤0.01% 2090
2013
Q3 		$31K Hold
512
– – ﹤0.01% 2150
2013
Q2 		$29K Buy
+512
New +$29.1K ﹤0.01% 2092

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Gartner (IT) stake by 0.85% in Q4 2019, selling an estimated $21.1K and leaving 16,037 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #762.

Ladenburg Thalmann Financial Services first reported a position in IT in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.74M in Q2 2019. 502 funds tracked by Wall St. Rank hold IT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 16,037 shares of Gartner worth $2.47M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 138 Gartner shares in Q4 2019, an estimated $21.1K.
  • Gartner made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #762 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Gartner in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Gartner position peaked at $2.74M in Q2 2019.
  • 502 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.