Well Done LLC’s Gartner IT Stock Holding History

Well Done LLC’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 Q1	–	Sell	-401	Closed	-$51K	–	392
2018 Q4	$51K	Buy	+401	New	+$57.9K	0.01%	262
2018 Q2	–	Sell	-212	Closed	-$25K	–	318
2018 Q1	$25K	Buy	+212	New	+$26.5K	0.01%	299

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BCM

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

Well Done LLC's IT Position: Q1 2019 in Review

Well Done LLC sold out of Gartner (IT) in Q1 2019, closing a stake of 401 shares — an estimated $51K sold.

Well Done LLC first reported a position in IT in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q4 2018. 437 funds tracked by Wall St. Rank hold IT as of Q1 2019.

Well Done LLC reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 401 Gartner shares in Q1 2019, an estimated $51K.
Well Done LLC first reported a position in Gartner in Q1 2018 and held it in 2 quarters.
Well Done LLC's Gartner position peaked at $51K in Q4 2018.
437 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.