LH
IT icon

Lebenthal Holdings’s Gartner IT Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-5,108
Closed -$456K – 372
2016
Q1 		$456K Buy
+5,108
New +$432K 0.08% 261
2015
Q4 		– Sell
-2,852
Closed -$239K – 297
2015
Q3 		$239K Buy
+2,852
New +$248K 0.06% 277

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Lebenthal Holdings's IT Position: Q2 2016 in Review

Lebenthal Holdings sold out of Gartner (IT) in Q2 2016, closing a stake of 5,108 shares — an estimated $456K sold.

Lebenthal Holdings first reported a position in IT in Q3 2015 and held it in 2 quarters. The position peaked at $456K in Q1 2016. 377 funds tracked by Wall St. Rank hold IT as of Q2 2016.

  • Lebenthal Holdings reported no remaining Gartner position as of Q2 2016 after selling out during the quarter.
  • Lebenthal Holdings sold 5,108 Gartner shares in Q2 2016, an estimated $456K.
  • Lebenthal Holdings first reported a position in Gartner in Q3 2015 and held it in 2 quarters.
  • Lebenthal Holdings's Gartner position peaked at $456K in Q1 2016.
  • 377 funds tracked by Wall St. Rank held Gartner as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.