Sycomore Asset Management’s Gartner IT Stock Holding History

Sycomore 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
2024 Q1	–	Sell	-18,571	Closed	-$8.29M	–	74
2023 Q4	$8.29M	Sell	18,571 -9,337	-33%	-$3.73M	1.78%	17
2023 Q3	$9.94M	Hold	27,908	–	–	2.54%	11
2023 Q2	$9.45M	Buy	27,908 +5,560	+25%	+$1.81M	2.21%	13
2023 Q1	$6.98M	Buy	22,348 +1,055	+5%	+$349K	2%	16
2022 Q4	$7.15M	Hold	21,293	–	–	1.97%	11
2022 Q3	$5.85M	Buy	21,293 +11,650	+121%	+$3.27M	1.65%	16
2022 Q2	$2.31M	Hold	9,643	–	–	0.54%	55
2022 Q1	$2.96M	Sell	9,643 -1,190	-11%	-$345K	0.52%	58
2021 Q4	$3.64M	Sell	10,833 -2,009	-16%	-$646K	0.56%	60
2021 Q3	$3.9M	Hold	12,842	–	–	0.57%	57
2021 Q2	$3.11M	Buy	12,842 +12,516	+3,839%	+$2.74M	0.43%	70
2021 Q1	$59K	Buy	+326	New	+$56.7K	0.01%	90

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sycomore Asset Management's IT Position: Q1 2024 in Review

Sycomore Asset Management sold out of Gartner (IT) in Q1 2024, closing a stake of 18,571 shares — an estimated $8.29M sold.

Sycomore Asset Management first reported a position in IT in Q1 2021 and held it in 12 quarters. The position peaked at $9.94M in Q3 2023. 881 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Sycomore Asset Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
Sycomore Asset Management sold 18,571 Gartner shares in Q1 2024, an estimated $8.29M.
Sycomore Asset Management first reported a position in Gartner in Q1 2021 and held it in 12 quarters.
Sycomore Asset Management's Gartner position peaked at $9.94M in Q3 2023.
881 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Sycomore Asset Management's 13F filing for Q1 2024, filed 29 Apr 2024.