Scholtz & Company’s Gartner IT Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-11,933	Closed	-$1.84M	–	65
2019 Q4	$1.84M	Sell	11,933 -64	-0.5%	-$9.77K	1.07%	34
2019 Q3	$1.72M	Buy	+11,997	New	+$1.74M	1.15%	34

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GIM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

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

Scholtz & Company's IT Position: Q1 2020 in Review

Scholtz & Company sold out of Gartner (IT) in Q1 2020, closing a stake of 11,933 shares — an estimated $1.84M sold.

Scholtz & Company first reported a position in IT in Q3 2019 and held it in 2 quarters. The position peaked at $1.84M in Q4 2019. 456 funds tracked by Wall St. Rank hold IT as of Q1 2020.

Scholtz & Company reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
Scholtz & Company sold 11,933 Gartner shares in Q1 2020, an estimated $1.84M.
Scholtz & Company first reported a position in Gartner in Q3 2019 and held it in 2 quarters.
Scholtz & Company's Gartner position peaked at $1.84M in Q4 2019.
456 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Scholtz & Company's 13F filing for Q1 2020, filed 14 May 2020.