Winslow Evans & Crocker’s Gartner IT Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$18K	Hold	111	–	–	﹤0.01%	817
2020 Q3	$14K	Hold	111	–	–	﹤0.01%	689
2020 Q2	$13K	Sell	111 -1	-0.9%	-$116	﹤0.01%	685
2020 Q1	$12K	Hold	112	–	–	﹤0.01%	665
2019 Q4	$18K	Hold	112	–	–	﹤0.01%	683
2019 Q3	$16K	Hold	112	–	–	﹤0.01%	695
2019 Q2	$18K	Hold	112	–	–	0.01%	691
2019 Q1	$18K	Hold	112	–	–	0.01%	689
2018 Q4	$16K	Hold	112	–	–	0.01%	663
2018 Q3	$18K	Hold	112	–	–	0.01%	683
2018 Q2	$16K	Hold	112	–	–	0.01%	712
2018 Q1	$13.1K	Hold	112	–	–	﹤0.01%	734
2017 Q4	$13.7K	Hold	112	–	–	﹤0.01%	744
2017 Q3	$13.8K	Buy	112 +1	+0.9%	+$124	﹤0.01%	754
2017 Q2	$13.7K	Sell	111 -1	-0.9%	-$116	﹤0.01%	847
2017 Q1	$12K	Hold	112	–	–	﹤0.01%	854
2016 Q4	$11.2K	Hold	112	–	–	﹤0.01%	853
2016 Q3	$9.82K	Hold	112	–	–	﹤0.01%	913
2016 Q2	$10.8K	Buy	112 +1	+0.9%	+$95	﹤0.01%	856
2016 Q1	$9.92K	Sell	111 -1	-0.9%	-$85	﹤0.01%	881
2015 Q4	$10.1K	Hold	112	–	–	﹤0.01%	908
2015 Q3	$9.32K	Hold	112	–	–	﹤0.01%	904
2015 Q2	$9.52K	Hold	112	–	–	﹤0.01%	937
2015 Q1	$9.31K	Hold	112	–	–	﹤0.01%	898
2014 Q4	$9.35K	Hold	112	–	–	﹤0.01%	896
2014 Q3	$8.16K	Buy	112 +1	+0.9%	+$73	﹤0.01%	940
2014 Q2	$7.83K	Hold	111	–	–	﹤0.01%	914
2014 Q1	$7.71K	Hold	111	–	–	﹤0.01%	911
2013 Q4	$8K	Buy	+111	New	+$7.01K	﹤0.01%	993

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

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

Winslow Evans & Crocker's IT Position: Q4 2020 in Review

Winslow Evans & Crocker held its Gartner (IT) position steady in Q4 2020 at 111 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Winslow Evans & Crocker first reported a position in IT in Q4 2013 and has held it in 29 quarters since. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

Winslow Evans & Crocker held 111 shares of Gartner worth $18K as of Q4 2020.
Winslow Evans & Crocker left its Gartner share count unchanged in Q4 2020.
Gartner made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #817 holding.
Winslow Evans & Crocker first reported a position in Gartner in Q4 2013 and has held it in 29 quarters since.
550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.