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UBS’s Gartner IT Stock Holding History

UBS’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
2014
Q3 		– Sell
-700
Closed -$49K – 10540
2014
Q2 		$49K Sell
700
-700
-50% -$48.8K ﹤0.01% 6888
2014
Q1 		$97K Buy
+1,400
New +$96.8K ﹤0.01% 6010

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's IT Position: Q3 2014 in Review

UBS increased its Gartner (IT) stake by 14% in Q3 2014, buying an estimated $377K and bringing the position to 41,308 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

UBS first reported a position in IT in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.12M in Q4 2013. 263 funds tracked by Wall St. Rank hold IT as of Q3 2014.

  • UBS held 41,308 shares of Gartner worth $3.04M as of Q3 2014.
  • UBS bought 5,187 Gartner shares in Q3 2014, an estimated $377K.
  • Gartner made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2512 holding.
  • UBS first reported a position in Gartner in Q2 2013 and has held it in 6 quarters since.
  • UBS's Gartner position peaked at $3.12M in Q4 2013.
  • 263 funds tracked by Wall St. Rank held Gartner as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.