Marshall Wace North America’s Gartner IT Stock Holding History

Marshall Wace North America’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	-2,069	Closed	-$501K	–	1582
2021 Q2	$501K	Sell	2,069 -18,193	-90%	-$3.98M	﹤0.01%	1176
2021 Q1	$3.7M	Buy	+20,262	New	+$3.52M	0.02%	644
2020 Q4	–	Sell	-21,350	Closed	-$2.67M	–	1434
2020 Q3	$2.67M	Buy	21,350 +9,330	+78%	+$1.19M	0.02%	513
2020 Q2	$1.46M	Buy	+12,020	New	+$1.39M	0.01%	661
2020 Q1	–	Sell	-266	Closed	-$41K	–	1411
2019 Q4	$41K	Buy	266 +234	+731%	+$35.7K	﹤0.01%	1167
2019 Q3	$5K	Buy	+32	New	+$4.65K	﹤0.01%	1274
2019 Q1	–	Sell	-4,799	Closed	-$614K	–	1720
2018 Q4	$614K	Buy	+4,799	New	+$692K	0.01%	732

Other funds holding IT

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall Wace North America's IT Position: Q3 2021 in Review

Marshall Wace North America sold out of Gartner (IT) in Q3 2021, closing a stake of 2,069 shares — an estimated $501K sold.

Marshall Wace North America first reported a position in IT in Q4 2018 and held it in 7 quarters. The position peaked at $3.7M in Q1 2021. 646 funds tracked by Wall St. Rank hold IT as of Q3 2021.

Marshall Wace North America reported no remaining Gartner position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 2,069 Gartner shares in Q3 2021, an estimated $501K.
Marshall Wace North America first reported a position in Gartner in Q4 2018 and held it in 7 quarters.
Marshall Wace North America's Gartner position peaked at $3.7M in Q1 2021.
646 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.