Ledyard National Bank’s Gartner IT Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-158	Closed	-$20K	–	455
2018 Q4	$20K	Hold	158	–	–	﹤0.01%	519
2018 Q3	$25K	Hold	158	–	–	﹤0.01%	498
2018 Q2	$21K	Hold	158	–	–	﹤0.01%	523
2018 Q1	$19K	Hold	158	–	–	﹤0.01%	561
2017 Q4	$19K	Hold	158	–	–	﹤0.01%	581
2017 Q3	$20K	Hold	158	–	–	﹤0.01%	566
2017 Q2	$20K	Hold	158	–	–	﹤0.01%	523
2017 Q1	$17K	Hold	158	–	–	﹤0.01%	544
2016 Q4	$16K	Hold	158	–	–	﹤0.01%	435
2016 Q3	$14K	Hold	158	–	–	﹤0.01%	455
2016 Q2	$15K	Hold	158	–	–	﹤0.01%	426
2016 Q1	$14K	Hold	158	–	–	﹤0.01%	484
2015 Q4	$14K	Hold	158	–	–	﹤0.01%	474
2015 Q3	$13K	Hold	158	–	–	﹤0.01%	467
2015 Q2	$14K	Hold	158	–	–	﹤0.01%	466
2015 Q1	$13K	Hold	158	–	–	﹤0.01%	466
2014 Q4	$13K	Hold	158	–	–	﹤0.01%	488
2014 Q3	$12K	Hold	158	–	–	﹤0.01%	446
2014 Q2	$11K	Hold	158	–	–	﹤0.01%	472
2014 Q1	$11K	Hold	158	–	–	﹤0.01%	453
2013 Q4	$11K	Buy	+158	New	+$9.98K	﹤0.01%	461

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return