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Advisor Partners’s Gartner IT Stock Holding History

Advisor Partners’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
Q2 		$630K Buy
2,606
+360
+16% +$95.8K 0.04% 413
2022
Q1 		$668K Buy
2,246
+113
+5% +$32.7K 0.04% 427
2021
Q4 		$714K Sell
2,133
-117
-5% -$37.6K 0.04% 413
2021
Q3 		$684K Sell
2,250
-243
-10% -$70.5K 0.05% 392
2021
Q2 		$604K Buy
2,493
+60
+2% +$13.1K 0.04% 443
2021
Q1 		$444K Buy
2,433
+69
+3% +$12K 0.03% 510
2020
Q4 		$379K Buy
2,364
+96
+4% +$13.8K 0.03% 527
2020
Q3 		$283K Buy
2,268
+45
+2% +$5.72K 0.02% 543
2020
Q2 		$270K Buy
2,223
+116
+6% +$13.4K 0.03% 548
2020
Q1 		$209K Buy
2,107
+614
+41% +$84.1K 0.03% 539
2019
Q4 		$237K Buy
1,493
+6
+0.4% +$916 0.02% 555
2019
Q3 		$213K Sell
1,487
-43
-3% -$6.25K 0.03% 600
2019
Q2 		$246K Buy
1,530
+43
+3% +$6.72K 0.03% 533
2019
Q1 		$226K Buy
+1,487
New +$206K 0.03% 553

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's IT Position: Q2 2022 in Review

Advisor Partners increased its Gartner (IT) stake by 16% in Q2 2022, buying an estimated $95.8K and bringing the position to 2,606 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #413.

Advisor Partners first reported a position in IT in Q1 2019 and has held it in 14 quarters since. The position peaked at $714K in Q4 2021. 691 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • Advisor Partners held 2,606 shares of Gartner worth $630K as of Q2 2022.
  • Advisor Partners bought 360 Gartner shares in Q2 2022, an estimated $95.8K.
  • Gartner made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #413 holding.
  • Advisor Partners first reported a position in Gartner in Q1 2019 and has held it in 14 quarters since.
  • Advisor Partners's Gartner position peaked at $714K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.