Private Capital Group’s Gartner IT Stock Holding History

Private Capital Group’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
2022 Q2	$56K	Sell	233 -188	-45%	-$50K	0.04%	444
2022 Q1	$125K	Sell	421 -14	-3%	-$4.05K	0.03%	339
2021 Q4	$145K	Hold	435	–	–	0.03%	312
2021 Q3	$132K	Buy	435 +188	+76%	+$54.5K	0.03%	327
2021 Q2	$60K	Hold	247	–	–	0.01%	599
2021 Q1	$45K	Sell	247 -13	-5%	-$2.26K	0.01%	696
2020 Q4	$42K	Sell	260 -72	-22%	-$10.4K	0.01%	875
2020 Q3	$41K	Hold	332	–	–	0.01%	816
2020 Q2	$40K	Hold	332	–	–	0.01%	819
2020 Q1	$33K	Hold	332	–	–	0.01%	805
2019 Q4	$51K	Hold	332	–	–	0.01%	731
2019 Q3	$48K	Buy	332 +63	+23%	+$9.16K	0.01%	798
2019 Q2	$36K	Sell	269 -151	-36%	-$23.6K	0.01%	821
2019 Q1	$64K	Hold	420	–	–	0.01%	652
2018 Q4	$54K	Hold	420	–	–	0.01%	617
2018 Q3	$66K	Buy	420 +86	+26%	+$12.5K	0.01%	595
2018 Q2	$44K	Buy	334 +23	+7%	+$2.94K	0.01%	751
2018 Q1	$37K	Sell	311 -4	-1%	-$500	0.01%	819
2017 Q4	$39	Buy	+315	New	+$38.3K	0.01%	785

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's IT Position: Q2 2022 in Review

Private Capital Group reduced its Gartner (IT) stake by 45% in Q2 2022, selling an estimated $50K and leaving 233 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #444.

Private Capital Group first reported a position in IT in Q4 2017 and has held it in 19 quarters since. The position peaked at $145K in Q4 2021. 691 funds tracked by Wall St. Rank hold IT as of Q2 2022.

Private Capital Group held 233 shares of Gartner worth $56K as of Q2 2022.
Private Capital Group sold 188 Gartner shares in Q2 2022, an estimated $50K.
Gartner made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #444 holding.
Private Capital Group first reported a position in Gartner in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Gartner position peaked at $145K in Q4 2021.
691 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.