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Oak Ridge Investments’s Gartner IT Stock Holding History

Oak Ridge Investments’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
Q1 		– Sell
-7,242
Closed -$1.12M – 180
2019
Q4 		$1.12M Sell
7,242
-537
-7% -$82K 0.08% 127
2019
Q3 		$1.11M Sell
7,779
-55
-0.7% -$8K 0.08% 126
2019
Q2 		$1.26M Sell
7,834
-15,623
-67% -$2.44M 0.09% 118
2019
Q1 		$3.56M Sell
23,457
-10,201
-30% -$1.42M 0.23% 111
2018
Q4 		$4.3M Sell
33,658
-492
-1% -$71K 0.31% 105
2018
Q3 		$5.41M Sell
34,150
-1,312
-4% -$190K 0.3% 103
2018
Q2 		$4.71M Sell
35,462
-737
-2% -$94.3K 0.27% 104
2018
Q1 		$4.26M Sell
36,199
-1,950
-5% -$244K 0.24% 108
2017
Q4 		$4.7M Sell
38,149
-6,125
-14% -$744K 0.22% 106
2017
Q3 		$5.51M Sell
44,274
-2,800
-6% -$346K 0.22% 105
2017
Q2 		$5.81M Buy
47,074
+12,335
+36% +$1.43M 0.19% 106
2017
Q1 		$3.75M Sell
34,739
-17,077
-33% -$1.76M 0.13% 104
2016
Q4 		$5.24M Buy
51,816
+528
+1% +$51K 0.17% 97
2016
Q3 		$4.54M Sell
51,288
-1,897
-4% -$178K 0.12% 106
2016
Q2 		$5.18M Sell
53,185
-5,077
-9% -$482K 0.13% 104
2016
Q1 		$5.21M Buy
58,262
+2,389
+4% +$202K 0.13% 108
2015
Q4 		$5.07M Sell
55,873
-403
-0.7% -$35.7K 0.12% 112
2015
Q3 		$4.72M Buy
56,276
+333
+0.6% +$29K 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% -$188K 0.2% 104
2014
Q4 		$9.31M Sell
110,603
-5,013
-4% -$407K 0.22% 99
2014
Q3 		$8.49M Sell
115,616
-5,689
-5% -$413K 0.22% 103
2014
Q2 		$8.55M Sell
121,305
-2,529
-2% -$176K 0.2% 105
2014
Q1 		$8.6M Sell
123,834
-2,419
-2% -$167K 0.22% 103
2013
Q4 		$8.97M Buy
126,253
+452
+0.4% +$28.5K 0.23% 99
2013
Q3 		$7.55M Sell
125,801
-174
-0.1% -$10.2K 0.21% 103
2013
Q2 		$7.18M Buy
+125,975
New +$7.15M 0.23% 101

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Oak Ridge Investments's IT Position: Q1 2020 in Review

Oak Ridge Investments sold out of Gartner (IT) in Q1 2020, closing a stake of 7,242 shares — an estimated $1.12M sold.

Oak Ridge Investments first reported a position in IT in Q2 2013 and held it in 27 quarters. The position peaked at $9.31M in Q4 2014. 456 funds tracked by Wall St. Rank hold IT as of Q1 2020.

  • Oak Ridge Investments reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 7,242 Gartner shares in Q1 2020, an estimated $1.12M.
  • Oak Ridge Investments first reported a position in Gartner in Q2 2013 and held it in 27 quarters.
  • Oak Ridge Investments's Gartner position peaked at $9.31M in Q4 2014.
  • 456 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.