Nelson Capital Management’s Gartner IT Stock Holding History

Nelson 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
2019 Q4	–	Sell	-33	Closed	-$5K	–	195
2019 Q3	$5K	Hold	33	–	–	﹤0.01%	278
2019 Q2	$5K	Hold	33	–	–	﹤0.01%	245
2019 Q1	$5K	Buy	+33	New	+$4.58K	﹤0.01%	224

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Nelson Capital Management's IT Position: Q4 2019 in Review

Nelson Capital Management sold out of Gartner (IT) in Q4 2019, closing a stake of 33 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in IT in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 502 funds tracked by Wall St. Rank hold IT as of Q4 2019.

Nelson Capital Management reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 33 Gartner shares in Q4 2019, an estimated $5K.
Nelson Capital Management first reported a position in Gartner in Q1 2019 and held it in 3 quarters.
Nelson Capital Management's Gartner position peaked at $5K in Q3 2019.
502 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.