Lakewood Asset Management’s Gartner IT Stock Holding History

Lakewood Asset 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 Q3	–	Sell	-651	Closed	-$263K	–	105
2025 Q2	$263K	Hold	651	–	–	0.18%	82
2025 Q1	$273K	Hold	651	–	–	0.18%	81
2024 Q4	$315K	Hold	651	–	–	0.22%	87
2024 Q3	$330K	Hold	651	–	–	0.23%	85
2024 Q2	$292K	Hold	651	–	–	0.2%	89
2024 Q1	$310K	Buy	+651	New	+$300K	0.21%	84

Other funds holding IT

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

BlackRock New York $5.72T 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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Asset Management's IT Position: Q3 2025 in Review

Lakewood Asset Management sold out of Gartner (IT) in Q3 2025, closing a stake of 651 shares — an estimated $263K sold.

Lakewood Asset Management first reported a position in IT in Q1 2024 and held it in 6 quarters. The position peaked at $330K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Lakewood Asset Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Lakewood Asset Management sold 651 Gartner shares in Q3 2025, an estimated $263K.
Lakewood Asset Management first reported a position in Gartner in Q1 2024 and held it in 6 quarters.
Lakewood Asset Management's Gartner position peaked at $330K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Lakewood Asset Management's 13F filing for Q3 2025, filed 24 Oct 2025.