Yarbrough Capital’s Gartner IT Stock Holding History

Yarbrough Capital’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
2024 Q2	–	Sell	-676	Closed	-$322K	–	201
2024 Q1	$322K	Hold	676	–	–	0.01%	177
2023 Q4	$305K	Buy	+676	New	+$270K	0.02%	179
2023 Q1	–	Sell	-475	Closed	-$160K	–	213
2022 Q4	$160K	Buy	+475	New	+$153K	0.01%	175

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Yarbrough Capital's IT Position: Q2 2024 in Review

Yarbrough Capital sold out of Gartner (IT) in Q2 2024, closing a stake of 676 shares — an estimated $322K sold.

Yarbrough Capital first reported a position in IT in Q4 2022 and held it in 3 quarters. The position peaked at $322K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

Yarbrough Capital reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
Yarbrough Capital sold 676 Gartner shares in Q2 2024, an estimated $322K.
Yarbrough Capital first reported a position in Gartner in Q4 2022 and held it in 3 quarters.
Yarbrough Capital's Gartner position peaked at $322K in Q1 2024.
874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Yarbrough Capital's 13F filing for Q2 2024, filed 17 Jul 2024.