NPF
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Norris Perne & French’s Gartner IT Stock Holding History

Norris Perne & French’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
2021
Q1 		– Sell
-2,098
Closed -$336K – 151
2020
Q4 		$336K Hold
2,098
– – 0.03% 125
2020
Q3 		$262K Hold
2,098
– – 0.03% 135
2020
Q2 		$255K Sell
2,098
-16
-0.8% -$1.85K 0.03% 121
2020
Q1 		$210K Sell
2,114
-415
-16% -$56.9K 0.03% 106
2019
Q4 		$390K Sell
2,529
-56,277
-96% -$8.59M 0.05% 97
2019
Q3 		$8.41M Sell
58,806
-1,302
-2% -$189K 1.05% 50
2019
Q2 		$9.67M Buy
60,108
+257
+0.4% +$40.2K 1.22% 40
2019
Q1 		$9.08M Buy
59,851
+803
+1% +$111K 1.2% 41
2018
Q4 		$7.55M Buy
59,048
+18
+0% +$2.6K 1.18% 40
2018
Q3 		$9.36M Sell
59,030
-72
-0.1% -$10.4K 1.22% 39
2018
Q2 		$7.86M Sell
59,102
-1,459
-2% -$187K 1.14% 43
2018
Q1 		$7.12M Buy
60,561
+756
+1% +$94.4K 1.04% 46
2017
Q4 		$7.37M Sell
59,805
-788
-1% -$95.7K 1.07% 44
2017
Q3 		$7.54M Buy
60,593
+1,803
+3% +$223K 1.17% 40
2017
Q2 		$7.26M Buy
58,790
+5,940
+11% +$689K 1.22% 36
2017
Q1 		$5.71M Buy
+52,850
New +$5.45M 1.07% 41

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norris Perne & French's IT Position: Q1 2021 in Review

Norris Perne & French sold out of Gartner (IT) in Q1 2021, closing a stake of 2,098 shares — an estimated $336K sold.

Norris Perne & French first reported a position in IT in Q1 2017 and held it in 16 quarters. The position peaked at $9.67M in Q2 2019. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Norris Perne & French reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
  • Norris Perne & French sold 2,098 Gartner shares in Q1 2021, an estimated $336K.
  • Norris Perne & French first reported a position in Gartner in Q1 2017 and held it in 16 quarters.
  • Norris Perne & French's Gartner position peaked at $9.67M in Q2 2019.
  • 574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Norris Perne & French's 13F filing for Q1 2021, filed 30 Apr 2021.