Rikoon Group’s Gartner IT Stock Holding History

Rikoon 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
2021 Q1	$443K	Hold	2,425	–	–	0.12%	149
2020 Q4	$388K	Buy	2,425 +60	+3%	+$8.64K	0.11%	152
2020 Q3	$296K	Buy	+2,365	New	+$301K	0.09%	175

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Rikoon Group's IT Position: Q1 2021 in Review

Rikoon Group held its Gartner (IT) position steady in Q1 2021 at 2,425 shares worth $443K. The position accounts for 0.12% of the portfolio, ranked #149.

Rikoon Group first reported a position in IT in Q3 2020 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

Rikoon Group held 2,425 shares of Gartner worth $443K as of Q1 2021.
Rikoon Group left its Gartner share count unchanged in Q1 2021.
Gartner made up 0.12% of Rikoon Group's portfolio in Q1 2021, its #149 holding.
Rikoon Group first reported a position in Gartner in Q3 2020 and has held it in 3 quarters since.
574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.