Lourd Capital’s Gartner IT Stock Holding History

Lourd Capital’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	-1,652	Closed	-$211K	–	206
2018 Q4	$211K	Hold	1,652	–	–	0.02%	272
2018 Q3	$262K	Buy	+1,652	New	+$240K	0.02%	248
2018 Q1	–	Sell	-1,655	Closed	-$204K	–	215
2017 Q4	$204K	Buy	+1,655	New	+$201K	0.01%	345

Other funds holding IT

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

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BCM

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

Lourd Capital's IT Position: Q1 2019 in Review

Lourd Capital sold out of Gartner (IT) in Q1 2019, closing a stake of 1,652 shares — an estimated $211K sold.

Lourd Capital first reported a position in IT in Q4 2017 and held it in 3 quarters. The position peaked at $262K in Q3 2018. 437 funds tracked by Wall St. Rank hold IT as of Q1 2019.

Lourd Capital reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 1,652 Gartner shares in Q1 2019, an estimated $211K.
Lourd Capital first reported a position in Gartner in Q4 2017 and held it in 3 quarters.
Lourd Capital's Gartner position peaked at $262K in Q3 2018.
437 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.