LAM
IT icon

Lebenthal Asset Management’s Gartner IT Stock Holding History

Lebenthal 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
2016
Q4 		– Sell
-65
Closed -$6K – 486
2016
Q3 		$6K Buy
+65
New +$6.1K ﹤0.01% 814

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BFA
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T. Rowe Price Associates
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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lebenthal Asset Management's IT Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Gartner (IT) in Q4 2016, closing a stake of 65 shares — an estimated $6K sold.

Lebenthal Asset Management first reported a position in IT in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 395 funds tracked by Wall St. Rank hold IT as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Gartner position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 65 Gartner shares in Q4 2016, an estimated $6K.
  • Lebenthal Asset Management first reported a position in Gartner in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Gartner position peaked at $6K in Q3 2016.
  • 395 funds tracked by Wall St. Rank held Gartner as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.