Ownership history in BAMCO INC /NY/ Β· 78 quarters on record
This page tracks every 13F SEC filing in which BAMCO INC /NY/ reported a position in GARTNER INC COM (IT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BAMCO INC /NY/ outperformed the S&P 500 by +11.2% annually on this IT position. Timing score: 50% (38/76 decisions correct). Average cost basis: $37.87. Maximum drawdown during holding period: β55.2%.
π₯ Exceptional β beat the S&P 500 by 11.2% per year on this position.
77 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
38 of 76 add/trim decisions correct
Best entry: $9.57 (2005 Q1) Β· Worst: $262.87 (2025 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 52 trims. Bought during 6 of 29 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size