Shamrock Asset Management’s Gartner IT Stock Holding History

Shamrock Asset Management’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 Q3	$2K	Hold	14	–	–	﹤0.01%	229
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	217
2019 Q1	$2K	Hold	14	–	–	﹤0.01%	219
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	199
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	239
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	256
2018 Q1	$2K	Buy	+14	New	+$1.75K	﹤0.01%	275

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

BCM

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

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

Shamrock Asset Management's IT Position: Q3 2019 in Review

Shamrock Asset Management held its Gartner (IT) position steady in Q3 2019 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Shamrock Asset Management first reported a position in IT in Q1 2018 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold IT as of Q3 2019.

Shamrock Asset Management held 14 shares of Gartner worth $2K as of Q3 2019.
Shamrock Asset Management left its Gartner share count unchanged in Q3 2019.
Gartner made up ﹤0.01% of Shamrock Asset Management's portfolio in Q3 2019, its #229 holding.
Shamrock Asset Management first reported a position in Gartner in Q1 2018 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.