NewFocus Financial Group’s Gartner IT Stock Holding History

NewFocus Financial Group’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
2020 Q4	$201K	Buy	+1,253	New	+$181K	0.06%	117
2019 Q3	–	Sell	-1,253	Closed	-$202K	–	102
2019 Q2	$202K	Buy	+1,253	New	+$196K	0.09%	93
2016 Q1	–	Sell	-1,253	Closed	-$114K	–	61
2015 Q4	$114K	Hold	1,253	–	–	0.08%	65
2015 Q3	$105K	Hold	1,253	–	–	0.08%	59
2015 Q2	$107K	Hold	1,253	–	–	0.07%	56
2015 Q1	$105K	Hold	1,253	–	–	0.07%	56
2014 Q4	$106K	Buy	+1,253	New	+$102K	0.07%	58

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

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

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

ACM

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

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

BCM

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

NewFocus Financial Group's IT Position: Q4 2020 in Review

NewFocus Financial Group opened a new position in Gartner (IT) in Q4 2020: 1,253 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings. This is a return to the name: NewFocus Financial Group previously reported a position in IT as recently as Q2 2019.

NewFocus Financial Group first reported a position in IT in Q4 2014 and has held it in 7 quarters since. The position peaked at $202K in Q2 2019. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

NewFocus Financial Group held 1,253 shares of Gartner worth $201K as of Q4 2020.
Gartner was a new NewFocus Financial Group position in Q4 2020.
Gartner made up 0.06% of NewFocus Financial Group's portfolio in Q4 2020, its #117 holding.
NewFocus Financial Group first reported a position in Gartner in Q4 2014 and has held it in 7 quarters since.
NewFocus Financial Group's Gartner position peaked at $202K in Q2 2019.
550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.