Lucas Capital Management’s Gartner IT Stock Holding History

Lucas Capital 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
2018 Q3	–	Sell	-6,500	Closed	-$864K	–	73
2018 Q2	$864K	Hold	6,500	–	–	0.82%	35
2018 Q1	$756K	Hold	6,500	–	–	0.73%	36
2017 Q4	$800K	Sell	6,500 -500	-7%	-$60.7K	0.69%	40
2017 Q3	$871K	Hold	7,000	–	–	0.78%	35
2017 Q2	$865K	Hold	7,000	–	–	0.63%	47
2017 Q1	$756K	Hold	7,000	–	–	0.56%	53
2016 Q4	$707K	Hold	7,000	–	–	0.51%	53
2016 Q3	$619K	Hold	7,000	–	–	0.47%	51
2016 Q2	$682K	Hold	7,000	–	–	0.48%	52
2016 Q1	$625K	Sell	7,000 -500	-7%	-$42.3K	0.46%	58
2015 Q4	$680K	Hold	7,500	–	–	0.44%	63
2015 Q3	$629K	Hold	7,500	–	–	0.36%	68
2015 Q2	$643K	Hold	7,500	–	–	0.29%	77
2015 Q1	$629K	Hold	7,500	–	–	0.25%	78
2014 Q4	$632K	Hold	7,500	–	–	0.23%	78
2014 Q3	$551K	Hold	7,500	–	–	0.17%	86
2014 Q2	$529K	Hold	7,500	–	–	0.17%	92
2014 Q1	$521K	Hold	7,500	–	–	0.17%	86
2013 Q4	$533K	Hold	7,500	–	–	0.18%	82
2013 Q3	$450K	Hold	7,500	–	–	0.15%	85
2013 Q2	$427K	Buy	+7,500	New	+$426K	0.12%	86

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

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

Lucas Capital Management's IT Position: Q3 2018 in Review

Lucas Capital Management sold out of Gartner (IT) in Q3 2018, closing a stake of 6,500 shares — an estimated $864K sold.

Lucas Capital Management first reported a position in IT in Q2 2013 and held it in 21 quarters. The position peaked at $871K in Q3 2017. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

Lucas Capital Management reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
Lucas Capital Management sold 6,500 Gartner shares in Q3 2018, an estimated $864K.
Lucas Capital Management first reported a position in Gartner in Q2 2013 and held it in 21 quarters.
Lucas Capital Management's Gartner position peaked at $871K in Q3 2017.
431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on Lucas Capital Management's 13F filing for Q3 2018, filed 26 Oct 2018.