OI
IT icon

Oakbrook Investments’s Gartner IT Stock Holding History

Oakbrook 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
2018
Q1 		– Sell
-4,145
Closed -$510K – 594
2017
Q4 		$510K Sell
4,145
-3,725
-47% -$452K 0.03% 347
2017
Q3 		$979K Buy
7,870
+1,125
+17% +$139K 0.06% 238
2017
Q2 		$833K Buy
6,745
+3,070
+84% +$356K 0.06% 245
2017
Q1 		$397K Sell
3,675
-1,550
-30% -$160K 0.03% 378
2016
Q4 		$528K Buy
5,225
+175
+3% +$16.9K 0.03% 339
2016
Q3 		$447K Buy
+5,050
New +$474K 0.03% 376
2016
Q1 		– Sell
-4,650
Closed -$422K – 547
2015
Q4 		$422K Buy
4,650
+500
+12% +$44.3K 0.03% 382
2015
Q3 		$348K Sell
4,150
-3,850
-48% -$335K 0.02% 415
2015
Q2 		$686K Sell
8,000
-250
-3% -$21.4K 0.04% 314
2015
Q1 		$692K Buy
8,250
+4,300
+109% +$355K 0.04% 337
2014
Q4 		$333K Sell
3,950
-3,400
-46% -$276K 0.02% 447
2014
Q3 		$540K Sell
7,350
-350
-5% -$25.4K 0.03% 340
2014
Q2 		$543K Buy
7,700
+3,150
+69% +$220K 0.02% 382
2014
Q1 		$316K Sell
4,550
-4,950
-52% -$342K 0.01% 473
2013
Q4 		$675K Buy
9,500
+4,400
+86% +$278K 0.02% 379
2013
Q3 		$306K Sell
5,100
-1,400
-22% -$82.4K 0.01% 488
2013
Q2 		$370K Buy
+6,500
New +$369K 0.01% 498

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Oakbrook Investments's IT Position: Q1 2018 in Review

Oakbrook Investments sold out of Gartner (IT) in Q1 2018, closing a stake of 4,145 shares — an estimated $510K sold.

Oakbrook Investments first reported a position in IT in Q2 2013 and held it in 17 quarters. The position peaked at $979K in Q3 2017. 440 funds tracked by Wall St. Rank hold IT as of Q1 2018.

  • Oakbrook Investments reported no remaining Gartner position as of Q1 2018 after selling out during the quarter.
  • Oakbrook Investments sold 4,145 Gartner shares in Q1 2018, an estimated $510K.
  • Oakbrook Investments first reported a position in Gartner in Q2 2013 and held it in 17 quarters.
  • Oakbrook Investments's Gartner position peaked at $979K in Q3 2017.
  • 440 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

Based on Oakbrook Investments's 13F filing for Q1 2018, filed 18 Apr 2018.