Yorktown Management & Research Company’s Gartner IT Stock Holding History

Yorktown Management & Research Company’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
2022 Q3	–	Sell	-2,600	Closed	-$629K	–	213
2022 Q2	$629K	Hold	2,600	–	–	0.81%	24
2022 Q1	$773K	Hold	2,600	–	–	0.66%	31
2021 Q4	$869K	Hold	2,600	–	–	0.59%	36
2021 Q3	$790K	Hold	2,600	–	–	0.59%	31
2021 Q2	$630K	Hold	2,600	–	–	0.49%	49
2021 Q1	$475K	Hold	2,600	–	–	0.39%	80
2020 Q4	$416K	Hold	2,600	–	–	0.37%	123
2020 Q3	$325K	Hold	2,600	–	–	0.3%	175
2020 Q2	$315K	Buy	+2,600	New	+$300K	0.28%	162
2018 Q3	–	Sell	-2,200	Closed	-$292K	–	355
2018 Q2	$292K	Sell	2,200 -800	-27%	-$102K	0.08%	280
2018 Q1	$353K	Hold	3,000	–	–	0.1%	191
2017 Q4	$369K	Hold	3,000	–	–	0.11%	194
2017 Q3	$373K	Hold	3,000	–	–	0.1%	144
2017 Q2	$371K	Hold	3,000	–	–	0.12%	84
2017 Q1	$324K	Hold	3,000	–	–	0.08%	130
2016 Q4	$303K	Hold	3,000	–	–	0.08%	126
2016 Q3	$265K	Hold	3,000	–	–	0.06%	195
2016 Q2	$292K	Hold	3,000	–	–	0.07%	179
2016 Q1	$268K	Hold	3,000	–	–	0.05%	256
2015 Q4	$272K	Hold	3,000	–	–	0.05%	283
2015 Q3	$252K	Buy	+3,000	New	+$261K	0.04%	329

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

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

Yorktown Management & Research Company's IT Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Gartner (IT) in Q3 2022, closing a stake of 2,600 shares — an estimated $629K sold.

Yorktown Management & Research Company first reported a position in IT in Q3 2015 and held it in 21 quarters. The position peaked at $869K in Q4 2021. 695 funds tracked by Wall St. Rank hold IT as of Q3 2022.

Yorktown Management & Research Company reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 2,600 Gartner shares in Q3 2022, an estimated $629K.
Yorktown Management & Research Company first reported a position in Gartner in Q3 2015 and held it in 21 quarters.
Yorktown Management & Research Company's Gartner position peaked at $869K in Q4 2021.
695 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.