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Sepio Capital’s Gartner IT Stock Holding History

Sepio Capital’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
2023
Q4 		– Sell
-757
Closed -$260K – 303
2023
Q3 		$260K Hold
757
– – 0.02% 269
2023
Q2 		$265K Sell
757
-847
-53% -$276K 0.02% 308
2023
Q1 		$523K Sell
1,604
-68
-4% -$22.5K 0.05% 256
2022
Q4 		$562K Sell
1,672
-1,312
-44% -$423K 0.05% 244
2022
Q3 		$826K Sell
2,984
-258
-8% -$72.3K 0.08% 209
2022
Q2 		$784K Sell
3,242
-73
-2% -$19.4K 0.08% 225
2022
Q1 		$986K Sell
3,315
-657
-17% -$190K 0.09% 220
2021
Q4 		$1.33M Sell
3,972
-3,735
-48% -$1.2M 0.1% 223
2021
Q3 		$2.34M Sell
7,707
-382
-5% -$111K 0.19% 140
2021
Q2 		$1.96M Sell
8,089
-2,873
-26% -$629K 0.16% 166
2021
Q1 		$2M Buy
10,962
+495
+5% +$86.1K 0.18% 147
2020
Q4 		$1.68M Buy
10,467
+1,094
+12% +$158K 0.14% 166
2020
Q3 		$1.17M Hold
9,373
– – 0.13% 141
2020
Q2 		$1.14M Buy
9,373
+3,900
+71% +$451K 0.13% 146
2020
Q1 		$545K Sell
5,473
-40
-0.7% -$5.48K 0.07% 168
2019
Q4 		$850K Sell
5,513
-167
-3% -$25.5K 0.08% 162
2019
Q3 		$812K Buy
5,680
+357
+7% +$51.9K 0.08% 162
2019
Q2 		$857K Hold
5,323
– – 0.12% 148
2019
Q1 		$807K Sell
5,323
-495
-9% -$68.7K 0.11% 150
2018
Q4 		$744K Buy
+5,818
New +$839K 0.05% 164

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sepio Capital's IT Position: Q4 2023 in Review

Sepio Capital sold out of Gartner (IT) in Q4 2023, closing a stake of 757 shares — an estimated $260K sold.

Sepio Capital first reported a position in IT in Q4 2018 and held it in 20 quarters. The position peaked at $2.34M in Q3 2021. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Sepio Capital reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Sepio Capital sold 757 Gartner shares in Q4 2023, an estimated $260K.
  • Sepio Capital first reported a position in Gartner in Q4 2018 and held it in 20 quarters.
  • Sepio Capital's Gartner position peaked at $2.34M in Q3 2021.
  • 865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Sepio Capital's 13F filing for Q4 2023, filed 9 Feb 2024.