Scout Investments’s Gartner IT Stock Holding History

Scout Investments’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
2024 Q3	$19.4M	Sell	37,180 -11,366	-23%	-$5.46M	0.51%	82
2024 Q2	$21.8M	Sell	48,546 -1,278	-3%	-$569K	0.59%	62
2024 Q1	$23.8M	Sell	49,824 -4,605	-8%	-$2.12M	0.58%	64
2023 Q4	$24.6M	Sell	54,429 -41,954	-44%	-$16.8M	0.61%	56
2023 Q3	$33.3M	Sell	96,383 -4,535	-4%	-$1.58M	0.76%	40
2023 Q2	$36M	Sell	100,918 -30,671	-23%	-$9.99M	0.73%	35
2023 Q1	$42.9M	Sell	131,589 -54,821	-29%	-$18.1M	0.87%	35
2022 Q4	$62.7M	Sell	186,410 -39,716	-18%	-$12.8M	1.28%	18
2022 Q3	$62.6M	Buy	226,126 +205,757	+1,010%	+$57.7M	1.3%	10
2022 Q2	$4.93M	Sell	20,369 -84,340	-81%	-$22.4M	0.1%	193
2022 Q1	$31.1M	Sell	104,709 -168,086	-62%	-$48.7M	0.5%	70
2021 Q4	$91.2M	Buy	272,795 +123,354	+83%	+$39.7M	1.32%	6
2021 Q3	$45.4M	Buy	+149,441	New	+$43.3M	0.68%	38

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Scout Investments's IT Position: Q3 2024 in Review

Scout Investments reduced its Gartner (IT) stake by 23% in Q3 2024, selling an estimated $5.46M and leaving 37,180 shares worth $19.4M. The position accounts for 0.51% of the portfolio, ranked #82.

Scout Investments first reported a position in IT in Q3 2021 and has held it in 13 quarters since. The position peaked at $91.2M in Q4 2021. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Scout Investments held 37,180 shares of Gartner worth $19.4M as of Q3 2024.
Scout Investments sold 11,366 Gartner shares in Q3 2024, an estimated $5.46M.
Gartner made up 0.51% of Scout Investments's portfolio in Q3 2024, its #82 holding.
Scout Investments first reported a position in Gartner in Q3 2021 and has held it in 13 quarters since.
Scout Investments's Gartner position peaked at $91.2M in Q4 2021.
906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.