Stone Ridge Asset Management’s Gartner IT Stock Holding History

Stone Ridge 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 Q4	–	Sell	-1,681	Closed	-$240K	–	1004
2019 Q3	$240K	Hold	1,681	–	–	0.01%	942
2019 Q2	$271K	Hold	1,681	–	–	0.02%	955
2019 Q1	$255K	Sell	1,681 -3,100	-65%	-$430K	0.01%	960
2018 Q4	$611K	Hold	4,781	–	–	0.04%	682
2018 Q3	$758K	Hold	4,781	–	–	0.04%	625
2018 Q2	$635K	Hold	4,781	–	–	0.04%	658
2018 Q1	$562K	Hold	4,781	–	–	0.03%	722
2017 Q4	$589K	Buy	+4,781	New	+$581K	0.04%	701

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

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

Stone Ridge Asset Management's IT Position: Q4 2019 in Review

Stone Ridge Asset Management sold out of Gartner (IT) in Q4 2019, closing a stake of 1,681 shares — an estimated $240K sold.

Stone Ridge Asset Management first reported a position in IT in Q4 2017 and held it in 8 quarters. The position peaked at $758K in Q3 2018. 502 funds tracked by Wall St. Rank hold IT as of Q4 2019.

Stone Ridge Asset Management reported no remaining Gartner position as of Q4 2019 after selling out during the quarter.
Stone Ridge Asset Management sold 1,681 Gartner shares in Q4 2019, an estimated $240K.
Stone Ridge Asset Management first reported a position in Gartner in Q4 2017 and held it in 8 quarters.
Stone Ridge Asset Management's Gartner position peaked at $758K in Q3 2018.
502 funds tracked by Wall St. Rank held Gartner as of Q4 2019.

Based on Stone Ridge Asset Management's 13F filing for Q4 2019, filed 6 Feb 2020.