Neuburgh Advisers’s Gartner IT Stock Holding History

Neuburgh Advisers’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 Q3	$831K	Buy	5,814 +680	+13%	+$98.8K	0.03%	357
2019 Q2	$826K	Sell	5,134 -238	-4%	-$37.2K	0.03%	354
2019 Q1	$815K	Buy	5,372 +238	+5%	+$33K	0.03%	342
2018 Q4	$656K	Sell	5,134 -1,088	-17%	-$157K	0.03%	348
2018 Q3	$986K	Sell	6,222 -306	-5%	-$44.4K	0.03%	308
2018 Q2	$868K	Sell	6,528 -136	-2%	-$17.4K	0.03%	309
2018 Q1	$784K	Buy	6,664 +272	+4%	+$34K	0.03%	310
2017 Q4	$787K	Buy	6,392 +646	+11%	+$78.4K	0.03%	324
2017 Q3	$715K	Buy	5,746 +510	+10%	+$63K	0.03%	329
2017 Q2	$647K	Sell	5,236 -510	-9%	-$59.2K	0.02%	347
2017 Q1	$621K	Buy	5,746 +646	+13%	+$66.6K	0.02%	333
2016 Q4	$515K	Buy	+5,100	New	+$493K	0.02%	331

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuburgh Advisers's IT Position: Q3 2019 in Review

Neuburgh Advisers increased its Gartner (IT) stake by 13% in Q3 2019, buying an estimated $98.8K and bringing the position to 5,814 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #357.

Neuburgh Advisers first reported a position in IT in Q4 2016 and has held it in 12 quarters since. The position peaked at $986K in Q3 2018. 445 funds tracked by Wall St. Rank hold IT as of Q3 2019.

Neuburgh Advisers held 5,814 shares of Gartner worth $831K as of Q3 2019.
Neuburgh Advisers bought 680 Gartner shares in Q3 2019, an estimated $98.8K.
Gartner made up 0.03% of Neuburgh Advisers's portfolio in Q3 2019, its #357 holding.
Neuburgh Advisers first reported a position in Gartner in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Gartner position peaked at $986K in Q3 2018.
445 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.