Spark Investment Management’s Gartner IT Stock Holding History

Spark Investment 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
2020 Q2	–	Sell	-5,100	Closed	-$507K	–	167
2020 Q1	$507K	Sell	5,100 -8,900	-64%	-$1.22M	0.27%	130
2019 Q4	$2.16M	Buy	+14,000	New	+$2.14M	0.25%	126
2015 Q4	–	Sell	-38,800	Closed	-$3.26M	–	796
2015 Q3	$3.26M	Hold	38,800	–	–	0.42%	54
2015 Q2	$3.33M	Hold	38,800	–	–	0.46%	43
2015 Q1	$3.25M	Buy	38,800 +18,900	+95%	+$1.56M	0.45%	49
2014 Q4	$1.68M	Sell	19,900 -7,800	-28%	-$634K	0.28%	104
2014 Q3	$2.04M	Hold	27,700	–	–	0.31%	101
2014 Q2	$1.95M	Buy	27,700 +9,200	+50%	+$641K	0.29%	110
2014 Q1	$1.28M	Hold	18,500	–	–	0.2%	161
2013 Q4	$1.31M	Hold	18,500	–	–	0.23%	151
2013 Q3	$1.11M	Buy	+18,500	New	+$1.09M	0.25%	121

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spark Investment Management's IT Position: Q2 2020 in Review

Spark Investment Management sold out of Gartner (IT) in Q2 2020, closing a stake of 5,100 shares — an estimated $507K sold.

Spark Investment Management first reported a position in IT in Q3 2013 and held it in 11 quarters. The position peaked at $3.33M in Q2 2015. 470 funds tracked by Wall St. Rank hold IT as of Q2 2020.

Spark Investment Management reported no remaining Gartner position as of Q2 2020 after selling out during the quarter.
Spark Investment Management sold 5,100 Gartner shares in Q2 2020, an estimated $507K.
Spark Investment Management first reported a position in Gartner in Q3 2013 and held it in 11 quarters.
Spark Investment Management's Gartner position peaked at $3.33M in Q2 2015.
470 funds tracked by Wall St. Rank held Gartner as of Q2 2020.

Based on Spark Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.