Patton Fund Management’s Gartner IT Stock Holding History

Patton Fund 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
2025 Q3	–	Sell	-529	Closed	-$214K	–	484
2025 Q2	$214K	Buy	+529	New	+$221K	0.05%	426
2020 Q1	–	Sell	-14,454	Closed	-$2.23M	–	89
2019 Q4	$2.23M	Buy	14,454 +140	+1%	+$21.4K	0.78%	64
2019 Q3	$2.05M	Buy	+14,314	New	+$2.08M	0.82%	64

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patton Fund Management's IT Position: Q3 2025 in Review

Patton Fund Management sold out of Gartner (IT) in Q3 2025, closing a stake of 529 shares — an estimated $214K sold.

Patton Fund Management first reported a position in IT in Q3 2019 and held it in 3 quarters. The position peaked at $2.23M in Q4 2019. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Patton Fund Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Patton Fund Management sold 529 Gartner shares in Q3 2025, an estimated $214K.
Patton Fund Management first reported a position in Gartner in Q3 2019 and held it in 3 quarters.
Patton Fund Management's Gartner position peaked at $2.23M in Q4 2019.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Patton Fund Management's 13F filing for Q3 2025, filed 14 Oct 2025.