API
IT icon

Advisor Partners II’s Gartner IT Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.33M Buy
3,885
+92
+2% +$32.1K 0.05% 387
2023
Q2 		$1.33M Buy
3,793
+222
+6% +$72.3K 0.06% 314
2023
Q1 		$1.16M Buy
3,571
+166
+5% +$54.9K 0.06% 315
2022
Q4 		$1.14M Buy
3,405
+567
+20% +$183K 0.07% 298
2022
Q3 		$785K Buy
+2,838
New +$796K 0.06% 333

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's IT Position: Q3 2023 in Review

Advisor Partners II increased its Gartner (IT) stake by 2.4% in Q3 2023, buying an estimated $32.1K and bringing the position to 3,885 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #387.

Advisor Partners II first reported a position in IT in Q3 2022 and has held it in 5 quarters since. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Advisor Partners II held 3,885 shares of Gartner worth $1.33M as of Q3 2023.
  • Advisor Partners II bought 92 Gartner shares in Q3 2023, an estimated $32.1K.
  • Gartner made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #387 holding.
  • Advisor Partners II first reported a position in Gartner in Q3 2022 and has held it in 5 quarters since.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.