ORI
Oak Ridge Investments’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,242
| Closed | -$1.12M | – | 180 |
|
|
2019
Q4 | $1.12M | Sell |
7,242
-537
| -7% | -$82.8K | 0.08% | 127 |
|
|
2019
Q3 | $1.11M | Sell |
7,779
-55
| -0.7% | -$7.86K | 0.08% | 126 |
|
|
2019
Q2 | $1.26M | Sell |
7,834
-15,623
| -67% | -$2.51M | 0.09% | 118 |
|
|
2019
Q1 | $3.56M | Sell |
23,457
-10,201
| -30% | -$1.55M | 0.23% | 111 |
|
|
2018
Q4 | $4.3M | Sell |
33,658
-492
| -1% | -$62.9K | 0.31% | 105 |
|
|
2018
Q3 | $5.41M | Sell |
34,150
-1,312
| -4% | -$208K | 0.3% | 103 |
|
|
2018
Q2 | $4.71M | Sell |
35,462
-737
| -2% | -$97.9K | 0.27% | 104 |
|
|
2018
Q1 | $4.26M | Sell |
36,199
-1,950
| -5% | -$229K | 0.24% | 108 |
|
|
2017
Q4 | $4.7M | Sell |
38,149
-6,125
| -14% | -$754K | 0.22% | 106 |
|
|
2017
Q3 | $5.51M | Sell |
44,274
-2,800
| -6% | -$348K | 0.22% | 105 |
|
|
2017
Q2 | $5.81M | Buy |
47,074
+12,335
| +36% | +$1.52M | 0.19% | 106 |
|
|
2017
Q1 | $3.75M | Sell |
34,739
-17,077
| -33% | -$1.84M | 0.13% | 104 |
|
|
2016
Q4 | $5.24M | Buy |
51,816
+528
| +1% | +$53.4K | 0.17% | 97 |
|
|
2016
Q3 | $4.54M | Sell |
51,288
-1,897
| -4% | -$168K | 0.12% | 106 |
|
|
2016
Q2 | $5.18M | Sell |
53,185
-5,077
| -9% | -$495K | 0.13% | 104 |
|
|
2016
Q1 | $5.21M | Buy |
58,262
+2,389
| +4% | +$213K | 0.13% | 108 |
|
|
2015
Q4 | $5.07M | Sell |
55,873
-403
| -0.7% | -$36.6K | 0.12% | 112 |
|
|
2015
Q3 | $4.72M | Buy |
56,276
+333
| +0.6% | +$27.9K | 0.11% | 110 |
|
|
2015
Q2 | $4.8M | Sell |
55,943
-52,384
| -48% | -$4.49M | 0.1% | 114 |
|
|
2015
Q1 | $9.08M | Sell |
108,327
-2,276
| -2% | -$191K | 0.2% | 104 |
|
|
2014
Q4 | $9.31M | Sell |
110,603
-5,013
| -4% | -$422K | 0.22% | 99 |
|
|
2014
Q3 | $8.49M | Sell |
115,616
-5,689
| -5% | -$418K | 0.22% | 103 |
|
|
2014
Q2 | $8.55M | Sell |
121,305
-2,529
| -2% | -$178K | 0.2% | 105 |
|
|
2014
Q1 | $8.6M | Sell |
123,834
-2,419
| -2% | -$168K | 0.22% | 103 |
|
|
2013
Q4 | $8.97M | Buy |
126,253
+452
| +0.4% | +$32.1K | 0.23% | 99 |
|
|
2013
Q3 | $7.55M | Sell |
125,801
-174
| -0.1% | -$10.4K | 0.21% | 103 |
|
|
2013
Q2 | $7.18M | Buy |
+125,975
| New | +$7.18M | 0.23% | 101 |
|