One Capital Management’s Gartner IT Stock Holding History

One Capital Management’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 Q3	–	Sell	-1,737	Closed	-$211K	–	169
2020 Q2	$211K	Buy	+1,737	New	+$201K	0.03%	166

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

One Capital Management's IT Position: Q3 2020 in Review

One Capital Management sold out of Gartner (IT) in Q3 2020, closing a stake of 1,737 shares — an estimated $211K sold.

One Capital Management first reported a position in IT in Q2 2020 and held it in 1 quarter. The position peaked at $211K in Q2 2020. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

One Capital Management reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
One Capital Management sold 1,737 Gartner shares in Q3 2020, an estimated $211K.
One Capital Management first reported a position in Gartner in Q2 2020 and held it in 1 quarter.
One Capital Management's Gartner position peaked at $211K in Q2 2020.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on One Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.