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PA Capital’s Gartner IT Stock Holding History

PA Capital’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 		$245K Sell
1,964
-2,180
-53% -$277K 0.17% 148
2020
Q2 		$503K Sell
4,144
-2,501
-38% -$289K 0.36% 99
2020
Q1 		$662K Buy
6,645
+1,541
+30% +$211K 0.59% 66
2019
Q4 		$787K Buy
5,104
+581
+13% +$88.7K 0.7% 55
2019
Q3 		$647K Buy
+4,523
New +$657K 0.64% 62

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

PA Capital's IT Position: Q3 2020 in Review

PA Capital reduced its Gartner (IT) stake by 53% in Q3 2020, selling an estimated $277K and leaving 1,964 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #148.

PA Capital first reported a position in IT in Q3 2019 and has held it in 5 quarters since. The position peaked at $787K in Q4 2019. 496 funds tracked by Wall St. Rank hold IT as of Q3 2020.

  • PA Capital held 1,964 shares of Gartner worth $245K as of Q3 2020.
  • PA Capital sold 2,180 Gartner shares in Q3 2020, an estimated $277K.
  • Gartner made up 0.17% of PA Capital's portfolio in Q3 2020, its #148 holding.
  • PA Capital first reported a position in Gartner in Q3 2019 and has held it in 5 quarters since.
  • PA Capital's Gartner position peaked at $787K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.