Select Equity Group’s Gartner IT Stock Holding History

Select Equity 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
2019 Q4	–	Sell	-796,199	Closed	-$114M	–	112
2019 Q3	$114M	Sell	796,199 -1,565,191	-66%	-$228M	0.77%	41
2019 Q2	$380M	Sell	2,361,390 -1,851,689	-44%	-$290M	2.59%	12
2019 Q1	$639M	Sell	4,213,079 -175,229	-4%	-$24.3M	4.33%	2
2018 Q4	$561M	Sell	4,388,308 -268,637	-6%	-$38.8M	4.24%	2
2018 Q3	$738M	Sell	4,656,945 -223,724	-5%	-$32.4M	5.46%	2
2018 Q2	$649M	Sell	4,880,669 -96,432	-2%	-$12.3M	5.21%	1
2018 Q1	$585M	Buy	4,977,101 +227,874	+5%	+$28.5M	4.8%	3
2017 Q4	$585M	Buy	4,749,227 +353,697	+8%	+$43M	4.65%	1
2017 Q3	$547M	Buy	4,395,530 +411,875	+10%	+$50.9M	4.15%	2
2017 Q2	$492M	Buy	3,983,655 +79,887	+2%	+$9.27M	3.5%	7
2017 Q1	$422M	Buy	3,903,768 +2,503,367	+179%	+$258M	3.14%	8
2016 Q4	$142M	Buy	1,400,401 +656,023	+88%	+$63.4M	1.16%	31
2016 Q3	$65.8M	Sell	744,378 -53,491	-7%	-$5.02M	0.57%	50
2016 Q2	$77.7M	Buy	797,869 +82,674	+12%	+$7.86M	0.68%	45
2016 Q1	$63.9M	Buy	715,195 +407,209	+132%	+$34.4M	0.54%	50
2015 Q4	$27.9M	Buy	307,986 +43,697	+17%	+$3.87M	0.27%	72
2015 Q3	$22.2M	Buy	264,289 +4,707	+2%	+$410K	0.21%	79
2015 Q2	$22.3M	Buy	+259,582	New	+$22.3M	0.2%	75

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Select Equity Group's IT Position: Q4 2019 in Review

Select Equity Group sold out of Gartner (IT) in Q4 2019, closing a stake of 796,199 shares — an estimated $114M sold.

Select Equity Group first reported a position in IT in Q2 2015 and held it in 18 quarters. The position peaked at $738M in Q3 2018. 501 funds tracked by Wall St. Rank hold IT as of Q4 2019.

Select Equity Group reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
Select Equity Group sold 796,199 Gartner shares in Q4 2019, an estimated $114M.
Select Equity Group first reported a position in Gartner in Q2 2015 and held it in 18 quarters.
Select Equity Group's Gartner position peaked at $738M in Q3 2018.
501 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Select Equity Group's 13F filing for Q4 2019, filed 14 Feb 2020.