Marathon Asset Management (UK)’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-754,859
Closed -$53.6M 73
2013
Q4
$53.6M Sell
754,859
-93,242
-11% -$6.62M 1.32% 26
2013
Q3
$50.9M Sell
848,101
-468,287
-36% -$28.1M 1.23% 34
2013
Q2
$76M Buy
+1,316,388
New +$76M 1.8% 20