NCM
IT icon

Next Capital Management’s Gartner IT Stock Holding History

Next 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
-145
Closed -$21K – 143
2019
Q3 		$21K Hold
145
– – 0.01% 190
2019
Q2 		$23K Hold
145
– – 0.02% 262
2019
Q1 		$22K Hold
145
– – 0.02% 189
2018
Q4 		$19K Buy
+145
New +$20.9K 0.02% 171

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
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

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

Next Capital Management sold out of Gartner (IT) in Q4 2019, closing a stake of 145 shares — an estimated $21K sold.

Next Capital Management first reported a position in IT in Q4 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 502 funds tracked by Wall St. Rank hold IT as of Q4 2019.

  • Next Capital Management reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 145 Gartner shares in Q4 2019, an estimated $21K.
  • Next Capital Management first reported a position in Gartner in Q4 2018 and held it in 4 quarters.
  • Next Capital Management's Gartner position peaked at $23K in Q2 2019.
  • 502 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.