Marsico Capital Management’s Gartner IT Stock Holding History

Marsico 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
2024 Q1	–	Sell	-7,425	Closed	-$3.35M	–	71
2023 Q4	$3.35M	Hold	7,425	–	–	0.13%	59
2023 Q3	$2.55M	Hold	7,425	–	–	0.11%	61
2023 Q2	$2.6M	Hold	7,425	–	–	0.1%	58
2023 Q1	$2.42M	Buy	+7,425	New	+$2.45M	0.11%	58
2020 Q1	–	Sell	-45,884	Closed	-$7.07M	–	89
2019 Q4	$7.07M	Sell	45,884 -9,456	-17%	-$1.44M	0.25%	45
2019 Q3	$7.91M	Buy	55,340 +15,389	+39%	+$2.24M	0.31%	39
2019 Q2	$6.43M	Hold	39,951	–	–	0.23%	43
2019 Q1	$6.06M	Sell	39,951 -5,152	-11%	-$715K	0.22%	43
2018 Q4	$5.77M	Sell	45,103 -4,059	-8%	-$586K	0.24%	46
2018 Q3	$7.79M	Buy	49,162 +2,322	+5%	+$337K	0.26%	44
2018 Q2	$6.22M	Hold	46,840	–	–	0.22%	49
2018 Q1	$5.51M	Buy	46,840 +5,830	+14%	+$728K	0.21%	50
2017 Q4	$5.05M	Buy	41,010 +2,194	+6%	+$266K	0.2%	57
2017 Q3	$4.83M	Buy	38,816 +13,129	+51%	+$1.62M	0.19%	58
2017 Q2	$3.17M	Buy	25,687 +5,373	+26%	+$624K	0.13%	85
2017 Q1	$2.19M	Buy	20,314 +7,348	+57%	+$757K	0.1%	92
2016 Q4	$1.31M	Hold	12,966	–	–	0.06%	89
2016 Q3	$1.15M	Buy	+12,966	New	+$1.22M	0.04%	89

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Marsico Capital Management's IT Position: Q1 2024 in Review

Marsico Capital Management sold out of Gartner (IT) in Q1 2024, closing a stake of 7,425 shares — an estimated $3.35M sold.

Marsico Capital Management first reported a position in IT in Q3 2016 and held it in 18 quarters. The position peaked at $7.91M in Q3 2019. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Marsico Capital Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
Marsico Capital Management sold 7,425 Gartner shares in Q1 2024, an estimated $3.35M.
Marsico Capital Management first reported a position in Gartner in Q3 2016 and held it in 18 quarters.
Marsico Capital Management's Gartner position peaked at $7.91M in Q3 2019.
880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Marsico Capital Management's 13F filing for Q1 2024, filed 13 May 2024.