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Squar Milner Financial Services’s Gartner IT Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-3,189
Closed -$387K – 88
2020
Q2 		$387K Buy
3,189
+857
+37% +$99K 0.22% 124
2020
Q1 		$232K Buy
2,332
+686
+42% +$94K 0.14% 146
2019
Q4 		$253K Sell
1,646
-1,644
-50% -$251K 0.13% 165
2019
Q3 		$411K Buy
3,290
+3,143
+2,138% +$457K 0.21% 124
2019
Q2 		$24K Buy
147
+94
+177% +$14.7K 0.02% 440
2019
Q1 		$8K Buy
+53
New +$7.36K 0.01% 568
2018
Q3 		– Sell
-35
Closed -$5K – 814
2018
Q2 		$5K Buy
+35
New +$4.48K ﹤0.01% 696

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Squar Milner Financial Services's IT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Gartner (IT) in Q3 2020, closing a stake of 3,189 shares — an estimated $387K sold.

Squar Milner Financial Services first reported a position in IT in Q2 2018 and held it in 7 quarters. The position peaked at $411K in Q3 2019. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,189 Gartner shares in Q3 2020, an estimated $387K.
  • Squar Milner Financial Services first reported a position in Gartner in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Gartner position peaked at $411K in Q3 2019.
  • 497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.