SRH Advisors’s Gartner IT Stock Holding History

SRH Advisors’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
2018 Q3	–	Sell	-8	Closed	-$1K	–	294
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	270
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	236
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	227
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	232
2017 Q2	$1K	Buy	+8	New	+$929	﹤0.01%	209

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Select Equity Group New York $19.5B AUM 17.33% 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

SRH Advisors's IT Position: Q3 2018 in Review

SRH Advisors sold out of Gartner (IT) in Q3 2018, closing a stake of 8 shares — an estimated $1K sold.

SRH Advisors first reported a position in IT in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

SRH Advisors reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
SRH Advisors sold 8 Gartner shares in Q3 2018, an estimated $1K.
SRH Advisors first reported a position in Gartner in Q2 2017 and held it in 5 quarters.
SRH Advisors's Gartner position peaked at $1K in Q2 2018.
431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on SRH Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.