RCA
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Rowland Carmichael Advisors’s Gartner IT Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$315K Hold
1,965
– – 0.1% 218
2020
Q3 		$246K Hold
1,965
– – 0.1% 236
2020
Q2 		$238K Buy
+1,965
New +$227K 0.1% 230

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 $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Rowland Carmichael Advisors's IT Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Gartner (IT) position steady in Q4 2020 at 1,965 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #218.

Rowland Carmichael Advisors first reported a position in IT in Q2 2020 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

  • Rowland Carmichael Advisors held 1,965 shares of Gartner worth $315K as of Q4 2020.
  • Rowland Carmichael Advisors left its Gartner share count unchanged in Q4 2020.
  • Gartner made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #218 holding.
  • Rowland Carmichael Advisors first reported a position in Gartner in Q2 2020 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.