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

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Geode Capital Management

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Polen Capital Management

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Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return