Numeric Investors’s Gartner IT Stock Holding History

Numeric Investors’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
2017 Q4	–	Sell	-11,800	Closed	-$1.47M	–	1116
2017 Q3	$1.47M	Sell	11,800 -2,000	-14%	-$247K	0.01%	671
2017 Q2	$1.7M	Buy	13,800 +2,200	+19%	+$255K	0.02%	541
2017 Q1	$1.25M	Buy	+11,600	New	+$1.2M	0.01%	587
2016 Q4	–	Sell	-4,700	Closed	-$416K	–	1106
2016 Q3	$416K	Buy	+4,700	New	+$441K	﹤0.01%	839
2015 Q4	–	Sell	-8,000	Closed	-$671K	–	1051
2015 Q3	$671K	Buy	+8,000	New	+$697K	0.01%	640

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Numeric Investors's IT Position: Q4 2017 in Review

Numeric Investors sold out of Gartner (IT) in Q4 2017, closing a stake of 11,800 shares — an estimated $1.47M sold.

Numeric Investors first reported a position in IT in Q3 2015 and held it in 5 quarters. The position peaked at $1.7M in Q2 2017. 427 funds tracked by Wall St. Rank hold IT as of Q4 2017.

Numeric Investors reported no remaining Gartner position as of Q4 2017 after selling out during the quarter.
Numeric Investors sold 11,800 Gartner shares in Q4 2017, an estimated $1.47M.
Numeric Investors first reported a position in Gartner in Q3 2015 and held it in 5 quarters.
Numeric Investors's Gartner position peaked at $1.7M in Q2 2017.
427 funds tracked by Wall St. Rank held Gartner as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.