LC
IT icon

Lunia Capital’s Gartner IT Stock Holding History

Lunia 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
2021
Q3 		– Sell
-1,042
Closed -$252K – 16
2021
Q2 		$252K Buy
+1,042
New +$228K 7.75% 7
2021
Q1 		– Sell
-57,796
Closed -$9.26M – 21
2020
Q4 		$9.26M Buy
57,796
+8,134
+16% +$1.17M 3.56% 14
2020
Q3 		$6.21M Buy
49,662
+19,605
+65% +$2.49M 2.72% 19
2020
Q2 		$3.65M Sell
30,057
-34,608
-54% -$4M 1.76% 27
2020
Q1 		$6.44M Buy
+64,665
New +$8.86M 2.18% 24
2019
Q1 		– Sell
-130,174
Closed -$16.6M – 40
2018
Q4 		$16.6M Buy
130,174
+45,978
+55% +$6.63M 3.66% 13
2018
Q3 		$13.3M Sell
84,196
-36,969
-31% -$5.36M 2.81% 20
2018
Q2 		$16.1M Sell
121,165
-48,813
-29% -$6.25M 2.99% 18
2018
Q1 		$20M Buy
169,978
+89,918
+112% +$11.2M 3.86% 17
2017
Q4 		$9.86M Buy
+80,060
New +$9.72M 3.99% 12

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lunia Capital's IT Position: Q3 2021 in Review

Lunia Capital sold out of Gartner (IT) in Q3 2021, closing a stake of 1,042 shares — an estimated $252K sold.

Lunia Capital first reported a position in IT in Q4 2017 and held it in 10 quarters. The position peaked at $20M in Q1 2018. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Lunia Capital reported no remaining Gartner position as of Q3 2021 after selling out during the quarter.
  • Lunia Capital sold 1,042 Gartner shares in Q3 2021, an estimated $252K.
  • Lunia Capital first reported a position in Gartner in Q4 2017 and held it in 10 quarters.
  • Lunia Capital's Gartner position peaked at $20M in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Lunia Capital's 13F filing for Q3 2021, filed 15 Nov 2021.