Three Peaks Capital Management’s Gartner IT Stock Holding History

Three Peaks Capital 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
2021 Q3	$4.26M	Sell	14,008 -454	-3%	-$132K	1.42%	25
2021 Q2	$3.5M	Buy	14,462 +311	+2%	+$68K	1.08%	38
2021 Q1	$2.58M	Buy	14,151 +1,100	+8%	+$191K	0.81%	57
2020 Q4	$2.09M	Buy	+13,051	New	+$1.88M	0.67%	72
2019 Q2	–	Sell	-13,065	Closed	-$1.98M	–	96
2019 Q1	$1.98M	Sell	13,065 -7,268	-36%	-$1.01M	0.58%	85
2018 Q4	$2.6M	Sell	20,333 -4,297	-17%	-$620K	0.82%	62
2018 Q3	$3.9M	Sell	24,630 -3,180	-11%	-$461K	0.8%	43
2018 Q2	$3.7M	Buy	+27,810	New	+$3.56M	0.74%	66

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

ACM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Three Peaks Capital Management's IT Position: Q3 2021 in Review

Three Peaks Capital Management reduced its Gartner (IT) stake by 3.1% in Q3 2021, selling an estimated $132K and leaving 14,008 shares worth $4.26M. The position accounts for 1.42% of the portfolio, ranked #25.

Three Peaks Capital Management first reported a position in IT in Q2 2018 and has held it in 8 quarters since. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

Three Peaks Capital Management held 14,008 shares of Gartner worth $4.26M as of Q3 2021.
Three Peaks Capital Management sold 454 Gartner shares in Q3 2021, an estimated $132K.
Gartner made up 1.42% of Three Peaks Capital Management's portfolio in Q3 2021, its #25 holding.
Three Peaks Capital Management first reported a position in Gartner in Q2 2018 and has held it in 8 quarters since.
645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Three Peaks Capital Management's 13F filing for Q3 2021, filed 12 Oct 2021.