WRF
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Waddell & Reed Financial’s Gartner IT Stock Holding History

Waddell & Reed Financial’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
Q1 		$178M Buy
974,655
+809,840
+491% +$141M 0.37% 68
2020
Q4 		$26.4M Sell
164,815
-6,762
-4% -$974K 0.06% 332
2020
Q3 		$21.4M Sell
171,577
-86,351
-33% -$11M 0.05% 330
2020
Q2 		$31.3M Sell
257,928
-439,969
-63% -$50.8M 0.08% 260
2020
Q1 		$69.5M Buy
697,897
+126,743
+22% +$17.4M 0.23% 122
2019
Q4 		$88M Buy
571,154
+238,908
+72% +$36.5M 0.22% 128
2019
Q3 		$47.5M Buy
+332,246
New +$48.3M 0.12% 194

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Waddell & Reed Financial's IT Position: Q1 2021 in Review

Waddell & Reed Financial increased its Gartner (IT) stake by 491% in Q1 2021, buying an estimated $141M and bringing the position to 974,655 shares worth $178M. The position accounts for 0.37% of the portfolio, ranked #68.

Waddell & Reed Financial first reported a position in IT in Q3 2019 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Waddell & Reed Financial held 974,655 shares of Gartner worth $178M as of Q1 2021.
  • Waddell & Reed Financial bought 809,840 Gartner shares in Q1 2021, an estimated $141M.
  • Gartner made up 0.37% of Waddell & Reed Financial's portfolio in Q1 2021, its #68 holding.
  • Waddell & Reed Financial first reported a position in Gartner in Q3 2019 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.