IT β€” GARTNER INC COM

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.

πŸ” Peak position
5.53% (2022 Q4)
πŸ“Š Avg. % of fund
2.95%
πŸ“… First filed
2005 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
78

Position Intelligence

BAMCO INC /NY/ Γ— IT AI Analytics

πŸ“ˆ 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: –55.2%.

πŸ“ˆ Position Alpha vs SPY
+11.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.2% per year on this position.
77 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
38 of 76 add/trim decisions correct

πŸ’° Entry Quality
$37.87
+566.2% vs current ($252.28)

Best entry: $9.57 (2005 Q1)  Β·  Worst: $262.87 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–55.2%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
32%
buy-side decisions

25 adds Β· 52 trims. Bought during 6 of 29 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.88% of portfolio

⚠ 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.

% of Fund (quarterly)    IT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,212,957 -109,156 -2.5% 2.88% $1.06B $252.28
2025 Q3 ADDED 4,322,113 +669,352 +18.3% 3.01% $1.14B $262.87
2025 Q2 REDUCED 3,652,761 -118,848 -3.2% 4.00% $1.48B $404.22
2025 Q1 REDUCED 3,771,609 -144,594 -3.7% 4.65% $1.58B $419.74
2024 Q4 REDUCED 3,916,203 -106,181 -2.6% 4.90% $1.90B $484.47
2024 Q3 REDUCED 4,022,384 -161,535 -3.9% 5.41% $2.04B $506.76
2024 Q2 REDUCED 4,183,919 -66,814 -1.6% 5.38% $1.88B $449.06
2024 Q1 REDUCED 4,250,733 -175,459 -4.0% 5.40% $2.03B $476.67
2023 Q4 REDUCED 4,426,192 -230,195 -4.9% 5.32% $2.00B $451.11
2023 Q3 REDUCED 4,656,387 -63,209 -1.3% 4.65% $1.60B $343.61
68 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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